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 | $98,816 | $67,411+46.6% | $91,001+8.6% | $70,131+40.9% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 14.85% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $649 | $1,786-63.6% | $2,456-73.6% | $2,342-72.3% |
| Participant deferral / active EE | $5,937 | $2,823+110.3% | $3,547+67.4% | $3,332+78.2% |
| Admin fee / account holder | $5,665 | $4,236+33.7% | $5,417+4.6% | $4,645+22.0% |