Filed November 13, 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 | $34,169 | $62,586-45.4% | $76,768-55.5% | $64,186-46.8% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | 12.09% | -1.95%+14.0pp | 2.43%+9.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $4,904 | $1,832+167.7% | $2,485+97.3% | $2,381+106.0% |
| Participant deferral / active EE | $3,823 | $3,145+21.6% | $3,852-0.8% | $3,470+10.2% |
| Admin fee / account holder | $328 | $4,667-93.0% | $6,675-95.1% | $4,888-93.3% |