Filed July 31, 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 | $122,215 | $54,541+124.1% | $78,778+55.1% | $70,131+74.3% |
| Participation rate | 90.5% | 60.8%+29.7pp | 69.2%+21.3pp | 69.5%+20.9pp |
| Annual return | 18.14% | 21.07%-2.9pp | 35.62%-17.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,496 | $1,089+37.4% | $1,986-24.7% | $2,342-36.2% |
| Participant deferral / active EE | $6,458 | $2,210+192.2% | $2,958+118.3% | $3,332+93.8% |
| Admin fee / account holder | $3,599 | $3,709-3.0% | $5,134-29.9% | $4,645-22.5% |