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 | $29,511 | $78,422-62.4% | $95,952-69.2% | $79,858-63.0% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.2pp |
| Annual return | 13.11% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,348 | $1,945+20.7% | $2,541-7.6% | $2,471-5.0% |
| Participant deferral / active EE | $2,787 | $3,440-19.0% | $4,167-33.1% | $3,740-25.5% |
| Admin fee / account holder | $2,127 | $5,622-62.2% | $6,795-68.7% | $5,306-59.9% |