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 | $137,768 | $54,705+151.8% | $71,209+93.5% | $84,808+62.4% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.8%+20.7pp | 68.3%+26.1pp |
| Annual return | 13.69% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,979 | $2,158+223.4% | $2,721+156.5% | $2,631+165.2% |
| Participant deferral / active EE | $10,254 | $3,030+238.4% | $4,175+145.6% | $4,212+143.5% |
| Admin fee / account holder | $16,651 | $4,863+242.4% | $5,349+211.3% | $7,344+126.7% |