Filed June 11, 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 | $47,518 | $160,055-70.3% | $140,016-66.1% | $135,375-64.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -5.25% | 911.38%-916.6pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,864 | $6,420-71.0% | $5,606-66.7% | $4,779-61.0% |
| Participant deferral / active EE | $4,196 | $7,642-45.1% | $6,927-39.4% | $5,609-25.2% |
| Admin fee / account holder | $983 | $13,328-92.6% | $10,705-90.8% | $10,827-90.9% |