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 | $161,363 | $81,900+97.0% | $119,609+34.9% | $68,494+135.6% |
| Participation rate | 89.5% | 71.9%+17.6pp | 79.3%+10.2pp | 67.9%+21.6pp |
| Annual return | -12.08% | -23.82%+11.7pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $6,243 | $2,693+131.8% | $4,232+47.5% | $2,596+140.4% |
| Participant deferral / active EE | $9,664 | $4,148+133.0% | $5,602+72.5% | $4,027+140.0% |
| Admin fee / account holder | $862 | $6,582-86.9% | $10,323-91.7% | $5,403-84.1% |