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 | $75,455 | $94,529-20.2% | $140,016-46.1% | $64,186+17.6% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | -4.66% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,518 | $3,812+44.7% | $5,606-1.6% | $2,381+131.8% |
| Participant deferral / active EE | $4,043 | $5,250-23.0% | $6,927-41.6% | $3,470+16.5% |
| Admin fee / account holder | $4,416 | $6,741-34.5% | $10,705-58.8% | $4,888-9.7% |