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 | $64,629 | $197,591-67.3% | $177,821-63.7% | $158,922-59.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 12.34% | 58.76%-46.4pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,510 | $6,697-62.5% | $5,918-57.6% | $4,761-47.3% |
| Participant deferral / active EE | $5,484 | $8,405-34.8% | $7,714-28.9% | $5,982-8.3% |
| Admin fee / account holder | $415 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |