Filed October 10, 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 | $21,765 | $39,122-44.4% | $57,179-61.9% | $62,891-65.4% |
| Participation rate | 98.6% | 70.5%+28.1pp | 75.3%+23.2pp | 69.3%+29.3pp |
| Annual return | 2.01% | 9.23%-7.2pp | 14.59%-12.6pp | 20.14%-18.1pp |
| Employer contribution / active EE | $7,280 | $1,874+288.5% | $2,682+171.4% | $2,281+219.2% |
| Participant deferral / active EE | $5,346 | $2,374+125.2% | $3,096+72.7% | $3,203+66.9% |
| Admin fee / account holder | $2,183 | $2,592-15.8% | $3,139-30.5% | $4,296-49.2% |