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 | $60,530 | $183,963-67.1% | $162,163-62.7% | $152,861-60.4% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.4%-4.2pp |
| Annual return | 19.10% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,048 | $6,371-67.8% | $5,614-63.5% | $4,762-57.0% |
| Participant deferral / active EE | $4,524 | $8,034-43.7% | $7,298-38.0% | $5,850-22.7% |
| Admin fee / account holder | $5,260 | $13,121-59.9% | $10,843-51.5% | $11,596-54.6% |