Filed September 24, 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 | $137,164 | $165,912-17.3% | $122,332+12.1% | $147,584-7.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 33.47% | 34.55%-1.1pp | 30.27%+3.2pp | 578.55%-545.1pp |
| Employer contribution / active EE | $13,076 | $5,754+127.2% | $4,050+222.8% | $4,876+168.1% |
| Participant deferral / active EE | $9,095 | $4,005+127.1% | $3,287+176.7% | $5,439+67.2% |
| Admin fee / account holder | $1,382 | $7,424-81.4% | $5,478-74.8% | $10,885-87.3% |