Filed September 26, 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 | $80,160 | $54,350+47.5% | $82,719-3.1% | $68,494+17.0% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -17.33% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,533 | $2,218+239.6% | $3,009+150.4% | $2,596+190.1% |
| Participant deferral / active EE | $8,652 | $3,246+166.5% | $4,395+96.9% | $4,027+114.8% |
| Admin fee / account holder | $5,850 | $4,395+33.1% | $5,329+9.8% | $5,403+8.3% |