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.
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 | $112,174 | $56,054+100.1% | $171,082-34.4% | $62,891+78.4% |
| Participation rate | 91.2% | 62.9%+28.3pp | 76.7%+14.5pp | 69.3%+21.9pp |
| Annual return | 10.21% | 22.52%-12.3pp | 32.56%-22.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $746 | $1,731-56.9% | $4,002-81.4% | $2,281-67.3% |
| Participant deferral / active EE | $5,089 | $3,158+61.1% | $4,797+6.1% | $3,203+58.9% |
| Admin fee / account holder | $1,005 | $3,647-72.5% | $8,520-88.2% | $4,296-76.6% |