Filed June 26, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,624 | $78,422-22.7% | $95,952-36.8% | $79,858-24.1% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.8pp |
| Annual return | 18.11% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,826 | $1,945+45.3% | $2,541+11.2% | $2,471+14.4% |
| Participant deferral / active EE | $4,957 | $3,440+44.1% | $4,167+19.0% | $3,740+32.5% |
| Admin fee / account holder | $3,280 | $5,622-41.7% | $6,795-51.7% | $5,306-38.2% |