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 | $94,347 | $73,004+29.2% | $90,749+4.0% | $68,494+37.7% |
| Participation rate | 85.1% | 70.8%+14.2pp | 75.7%+9.4pp | 67.9%+17.2pp |
| Annual return | -15.32% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $649 | $2,193-70.4% | $2,921-77.8% | $2,596-75.0% |
| Participant deferral / active EE | $5,610 | $3,627+54.7% | $4,564+22.9% | $4,027+39.3% |
| Admin fee / account holder | $17,179 | $5,896+191.4% | $8,445+103.4% | $5,403+218.0% |