Filed March 25, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,792 | $111,814+301.4% | $103,374+334.1% | $145,959+207.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.80% | 24.77%-8.0pp | 24.89%-8.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $5,091 | $4,214+20.8% | $3,869+31.6% | $4,661+9.2% |
| Participant deferral / active EE | $12,035 | $5,618+114.2% | $5,058+137.9% | $6,689+79.9% |
| Admin fee / account holder | $29,498 | $9,754+202.4% | $8,394+251.4% | $13,398+120.2% |