Filed July 3, 2019 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,899 | $79,523-29.7% | $140,016-60.1% | $56,287-0.7% |
| Participation rate | 95.3% | 85.7%+9.6pp | 87.5%+7.8pp | 69.9%+25.5pp |
| Annual return | -1.41% | 2.39%-3.8pp | 651.12%-652.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,140 | $3,350-66.0% | $5,606-79.7% | $2,111-46.0% |
| Participant deferral / active EE | $4,308 | $5,129-16.0% | $6,927-37.8% | $3,350+28.6% |
| Admin fee / account holder | $4,455 | $614+625.3% | $10,705-58.4% | $521+755.3% |