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 | $74,411 | $62,672+18.7% | $185,117-59.8% | $70,131+6.1% |
| Participation rate | 89.7% | 63.8%+26.0pp | 77.3%+12.5pp | 69.5%+20.2pp |
| Annual return | 16.88% | 40.79%-23.9pp | 40.50%-23.6pp | 73.14%-56.3pp |
| Employer contribution / active EE | $897 | $1,753-48.8% | $4,182-78.5% | $2,342-61.7% |
| Participant deferral / active EE | $3,853 | $3,272+17.8% | $5,045-23.6% | $3,332+15.6% |
| Admin fee / account holder | $371 | $3,932-90.6% | $8,159-95.5% | $4,645-92.0% |