Filed January 2, 2019 (most recent of 6 filings on file)
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 | $202,591 | $94,529+114.3% | $140,016+44.7% | $64,186+215.6% |
| Participation rate | 92.8% | 84.1%+8.7pp | 87.5%+5.3pp | 69.6%+23.2pp |
| Annual return | -4.10% | 7.77%-11.9pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,320 | $3,812+65.8% | $5,606+12.7% | $2,381+165.5% |
| Participant deferral / active EE | $8,169 | $5,250+55.6% | $6,927+17.9% | $3,470+135.4% |
| Admin fee / account holder | $8,844 | $6,741+31.2% | $10,705-17.4% | $4,888+80.9% |