Filed March 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 | $96,328 | $109,413-12.0% | $156,263-38.4% | $84,808+13.6% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.3pp |
| Annual return | 12.84% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,681 | $2,907-42.2% | $4,333-61.2% | $2,631-36.1% |
| Participant deferral / active EE | $4,042 | $4,590-11.9% | $6,158-34.4% | $4,212-4.0% |
| Admin fee / account holder | $10,620 | $9,357+13.5% | $14,255-25.5% | $7,344+44.6% |