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 | $126,151 | $95,803+31.7% | $113,168+11.5% | $84,808+48.8% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 20.80% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,783 | $2,360+60.3% | $2,975+27.1% | $2,631+43.8% |
| Participant deferral / active EE | $8,328 | $4,242+96.3% | $5,107+63.1% | $4,212+97.7% |
| Admin fee / account holder | $1,849 | $8,989-79.4% | $12,068-84.7% | $7,344-74.8% |