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 | $146,772 | $78,705+86.5% | $117,854+24.5% | $70,131+109.3% |
| Participation rate | 98.4% | 73.2%+25.2pp | 79.7%+18.8pp | 69.5%+28.9pp |
| Annual return | 18.42% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,862 | $2,223+73.7% | $3,786+2.0% | $2,342+64.9% |
| Participant deferral / active EE | $4,499 | $3,297+36.5% | $4,482+0.4% | $3,332+35.0% |
| Admin fee / account holder | $517 | $5,065-89.8% | $8,020-93.5% | $4,645-88.9% |