Filed November 13, 2019 (most recent of 4 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 | $24,993 | $84,233-70.3% | $170,442-85.3% | $70,131-64.4% |
| Participation rate | 95.7% | 70.8%+24.9pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 14.57% | 23.06%-8.5pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $727 | $3,387-78.5% | $5,433-86.6% | $2,342-69.0% |
| Participant deferral / active EE | $1,932 | $3,086-37.4% | $4,939-60.9% | $3,332-42.0% |
| Admin fee / account holder | $2,617 | $5,698-54.1% | $13,880-81.1% | $4,645-43.7% |