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 | $89,694 | $123,793-27.5% | $177,821-49.6% | $79,858+12.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.37% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,398 | $4,095-17.0% | $5,918-42.6% | $2,471+37.5% |
| Participant deferral / active EE | $4,216 | $5,956-29.2% | $7,714-45.3% | $3,740+12.7% |
| Admin fee / account holder | $9,350 | $7,243+29.1% | $12,427-24.8% | $5,306+76.2% |