Filed April 17, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,015 | $54,762-21.5% | $90,281-52.4% | $72,985-41.1% |
| Participation rate | 91.3% | 65.1%+26.2pp | 73.3%+18.0pp | 69.5%+21.8pp |
| Annual return | 25.25% | 30.63%-5.4pp | 78.10%-52.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,777 | $2,092+80.5% | $2,854+32.3% | $2,440+54.8% |
| Participant deferral / active EE | $3,437 | $2,887+19.1% | $3,885-11.5% | $3,607-4.7% |
| Admin fee / account holder | $3,466 | $3,972-12.7% | $5,351-35.2% | $5,124-32.4% |