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 | $233,102 | $53,127+338.8% | $86,590+169.2% | $70,131+232.4% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 21.42% | 27.66%-6.2pp | 964.84%-943.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $9,844 | $2,068+376.0% | $2,839+246.7% | $2,342+320.2% |
| Participant deferral / active EE | $11,423 | $2,696+323.7% | $3,609+216.5% | $3,332+242.8% |
| Admin fee / account holder | $3,897 | $3,585+8.7% | $4,906-20.6% | $4,645-16.1% |