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 | $209,029 | $82,664+152.9% | $125,339+66.8% | $68,494+205.2% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | 10.60% | -5.97%+16.6pp | 572.05%-561.5pp | -7.84%+18.4pp |
| Employer contribution / active EE | $2,509 | $3,381-25.8% | $4,814-47.9% | $2,596-3.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,388 | $6,275-61.9% | $10,010-76.1% | $5,403-55.8% |