Filed December 19, 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 | $81,660 | $58,828+38.8% | $77,999+4.7% | $62,891+29.8% |
| Participation rate | 88.2% | 71.1%+17.2pp | 75.5%+12.7pp | 69.3%+18.9pp |
| Annual return | 10.85% | 17.16%-6.3pp | 425.96%-415.1pp | 20.14%-9.3pp |
| Employer contribution / active EE | $520 | $1,672-68.9% | $2,470-78.9% | $2,281-77.2% |
| Participant deferral / active EE | $4,799 | $2,686+78.7% | $3,497+37.2% | $3,203+49.8% |
| Admin fee / account holder | $3,960 | $4,393-9.9% | $5,480-27.7% | $4,296-7.8% |