Filed June 11, 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 | $123,368 | $77,813+58.5% | $123,544-0.1% | $64,186+92.2% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | 27.92% | 12.48%+15.4pp | 119.20%-91.3pp | 7.63%+20.3pp |
| Employer contribution / active EE | $1,464 | $3,014-51.4% | $4,628-68.4% | $2,381-38.5% |
| Participant deferral / active EE | $8,836 | $5,240+68.6% | $6,426+37.5% | $3,470+154.7% |
| Admin fee / account holder | $1,536 | $5,519-72.2% | $9,284-83.5% | $4,888-68.6% |