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 | $84,519 | $100,041-15.5% | $149,718-43.5% | $70,131+20.5% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.1%-1.6pp | 69.5%+15.9pp |
| Annual return | 14.63% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,868 | $3,662+32.9% | $5,445-10.6% | $2,342+107.8% |
| Participant deferral / active EE | $3,958 | $4,983-20.6% | $6,569-39.7% | $3,332+18.8% |
| Admin fee / account holder | $2,995 | $8,286-63.9% | $11,283-73.5% | $4,645-35.5% |