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 | $202,036 | $105,181+92.1% | $159,436+26.7% | $85,850+135.3% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 35.92% | 45.07%-9.2pp | 263.57%-227.7pp | 318.53%-282.6pp |
| Employer contribution / active EE | $13,159 | $3,318+296.6% | $4,829+172.5% | $2,565+413.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $48,290 | $6,933+596.5% | $10,799+347.2% | $6,260+671.4% |