Filed June 11, 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 | $63,010 | $82,032-23.2% | $123,104-48.8% | $59,632+5.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.77% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $5,454 | $3,297+65.4% | $5,151+5.9% | $2,203+147.6% |
| Participant deferral / active EE | $3,878 | $4,667-16.9% | $6,230-37.8% | $3,192+21.5% |
| Admin fee / account holder | $1,366 | $5,881-76.8% | $9,015-84.8% | $4,297-68.2% |