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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,862 | $66,124-33.7% | $90,404-51.5% | $73,488-40.3% |
| Participation rate | 92.5% | 69.7%+22.8pp | 72.7%+19.8pp | 70.7%+21.8pp |
| Annual return | 17.35% | 17.65%-0.3pp | 1293.02%-1275.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $3,447 | $2,346+46.9% | $3,262+5.7% | $2,270+51.8% |
| Participant deferral / active EE | $3,586 | $3,039+18.0% | $3,963-9.5% | $3,740-4.1% |
| Admin fee / account holder | $1,608 | $396+305.9% | $5,611-71.3% | $513+213.5% |