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 | $147,288 | $91,552+60.9% | $133,956+10.0% | $79,858+84.4% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | 45.35% | 61.85%-16.5pp | 45.09%+0.3pp | 31.71%+13.6pp |
| Employer contribution / active EE | $5,461 | $2,384+129.1% | $3,919+39.4% | $2,471+121.0% |
| Participant deferral / active EE | $9,110 | $3,733+144.0% | $5,048+80.5% | $3,740+143.6% |
| Admin fee / account holder | $9,132 | $6,321+44.5% | $8,927+2.3% | $5,306+72.1% |