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 | $64,870 | $80,812-19.7% | $160,784-59.7% | $82,448-21.3% |
| Participation rate | 85.2% | 66.2%+19.0pp | 77.0%+8.2pp | 68.1%+17.1pp |
| Annual return | 14.13% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $778 | $2,174-64.2% | $3,733-79.1% | $2,551-69.5% |
| Participant deferral / active EE | $4,414 | $4,335+1.8% | $6,293-29.9% | $4,139+6.6% |
| Admin fee / account holder | $9,304 | $7,695+20.9% | $9,717-4.2% | $7,234+28.6% |