Filed September 9, 2019 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $199,546 | $176,947+12.8% | $167,512+19.1% | - |
| Participation rate | 83.8% | 61.8%+22.0pp | 77.1%+6.8pp | - |
| Annual return | 13.11% | 15.13%-2.0pp | 1615.79%-1602.7pp | - |
| Employer contribution / active EE | $730 | $2,196-66.8% | $3,882-81.2% | - |
| Participant deferral / active EE | $6,458 | $4,114+57.0% | $6,405+0.8% | - |
| Admin fee / account holder | $6,553 | $22,209-70.5% | $9,769-32.9% | - |