Filed March 13, 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 | $39,911 | $87,841-54.6% | $133,980-70.2% | $62,891-36.5% |
| Participation rate | 89.7% | 83.4%+6.3pp | 87.1%+2.6pp | 69.3%+20.3pp |
| Annual return | 6.29% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,127 | $3,483-67.6% | $5,211-78.4% | $2,281-50.6% |
| Participant deferral / active EE | $2,591 | $4,812-46.2% | $6,282-58.8% | $3,203-19.1% |
| Admin fee / account holder | $1,667 | $5,371-69.0% | $9,324-82.1% | $4,296-61.2% |