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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,463 | $54,350+417.9% | $82,719+240.3% | $68,494+310.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.35% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $14,009 | $2,218+531.6% | $3,009+365.6% | $2,596+439.6% |
| Participant deferral / active EE | $13,560 | $3,246+317.7% | $4,395+208.5% | $4,027+236.7% |
| Admin fee / account holder | $40,520 | $4,395+821.9% | $5,329+660.4% | $5,403+650.0% |