Filed December 10, 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 | $114,587 | $83,477+37.3% | $125,175-8.5% | $72,985+57.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.42% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $6,584 | $2,345+180.8% | $3,865+70.3% | $2,440+169.9% |
| Participant deferral / active EE | $11,167 | $3,585+211.5% | $4,937+126.2% | $3,607+209.6% |
| Admin fee / account holder | $13,599 | $5,517+146.5% | $9,702+40.2% | $5,124+165.4% |