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 | $128,934 | $81,208+58.8% | $98,907+30.4% | $79,858+61.5% |
| Participation rate | 86.2% | 72.5%+13.6pp | 76.0%+10.1pp | 69.6%+16.5pp |
| Annual return | 13.04% | 60.99%-48.0pp | 196.43%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $520 | $1,960-73.5% | $2,689-80.7% | $2,471-78.9% |
| Participant deferral / active EE | $5,235 | $3,265+60.3% | $4,244+23.3% | $3,740+40.0% |
| Admin fee / account holder | $20,143 | $6,013+235.0% | $6,642+203.3% | $5,306+279.6% |