Filed January 10, 2019 (most recent of 3 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 | $192,753 | $99,032+94.6% | $80,019+140.9% | $135,375+42.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.71% | 15.39%-18.1pp | 11.22%-13.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $30,387 | $3,043+898.5% | $2,468+1131.3% | $4,779+535.9% |
| Participant deferral / active EE | $12,122 | $4,282+183.1% | $3,686+228.9% | $5,609+116.1% |
| Admin fee / account holder | $31,796 | $10,436+204.7% | $6,521+387.6% | $10,827+193.7% |