Filed June 11, 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 | $178,019 | $93,571+90.3% | $135,903+31.0% | $75,163+136.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 35.71% | 30.90%+4.8pp | 68.23%-32.5pp | 160.62%-124.9pp |
| Employer contribution / active EE | $3,105 | $3,537-12.2% | $4,856-36.1% | $2,670+16.3% |
| Participant deferral / active EE | $8,595 | $6,404+34.2% | $7,758+10.8% | $4,125+108.3% |
| Admin fee / account holder | $2,270 | $6,975-67.5% | $10,762-78.9% | $5,651-59.8% |