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 | $169,568 | $99,985+69.6% | $146,665+15.6% | $85,850+97.5% |
| Participation rate | 89.5% | 73.1%+16.4pp | 80.1%+9.4pp | 69.3%+20.2pp |
| Annual return | 11.82% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $6,059 | $2,559+136.8% | $4,136+46.5% | $2,565+136.2% |
| Participant deferral / active EE | $9,590 | $4,006+139.4% | $5,506+74.2% | $3,952+142.7% |
| Admin fee / account holder | $897 | $7,702-88.3% | $10,280-91.3% | $6,260-85.7% |