Filed July 16, 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 | $125,228 | $65,703+90.6% | $94,224+32.9% | $59,632+110.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.12% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $4,313 | $2,021+113.5% | $3,587+20.3% | $2,203+95.8% |
| Participant deferral / active EE | $4,899 | $3,143+55.9% | $4,320+13.4% | $3,192+53.5% |
| Admin fee / account holder | $2,369 | $4,264-44.4% | $6,269-62.2% | $4,297-44.9% |