Filed February 20, 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 5-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 | $110,323 | $125,758-12.3% | $169,993-35.1% | $75,163+46.8% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.0%+7.8pp | 67.2%+27.6pp |
| Annual return | 14.67% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,510 | $4,615-23.9% | $6,785-48.3% | $2,670+31.5% |
| Participant deferral / active EE | $7,087 | $6,837+3.7% | $10,408-31.9% | $4,125+71.8% |
| Admin fee / account holder | $23,123 | $8,173+182.9% | $12,815+80.4% | $5,651+309.2% |