Filed December 19, 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 | $185,013 | $48,076+284.8% | $78,689+135.1% | $62,891+194.2% |
| Participation rate | 74.6% | 65.2%+9.4pp | 73.6%+1.0pp | 69.3%+5.3pp |
| Annual return | 6.21% | 31.35%-25.1pp | 62.18%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,459 | $2,015+270.2% | $2,851+161.7% | $2,281+227.0% |
| Participant deferral / active EE | $8,779 | $2,588+239.2% | $3,517+149.6% | $3,203+174.1% |
| Admin fee / account holder | $6,747 | $3,207+110.4% | $4,510+49.6% | $4,296+57.1% |