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 | $235,487 | $102,317+130.2% | $146,958+60.2% | $80,856+191.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 28.71% | 134.76%-106.0pp | 418.34%-389.6pp | 35.59%-6.9pp |
| Employer contribution / active EE | $4,170 | $3,713+12.3% | $4,933-15.5% | $2,755+51.4% |
| Participant deferral / active EE | $7,938 | $6,644+19.5% | $8,070-1.6% | $4,296+84.8% |
| Admin fee / account holder | $3,233 | $7,941-59.3% | $12,998-75.1% | $6,918-53.3% |