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 | $68,409 | $80,968-15.5% | $96,544-29.1% | $75,163-9.0% |
| Participation rate | 72.6% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 20.46% | 27.06%-6.6pp | 25.84%-5.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,412 | $2,282+5.7% | $2,965-18.6% | $2,670-9.6% |
| Participant deferral / active EE | $5,002 | $3,928+27.3% | $4,851+3.1% | $4,125+21.3% |
| Admin fee / account holder | $820 | $6,724-87.8% | $8,252-90.1% | $5,651-85.5% |