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 | $92,672 | $110,094-15.8% | $151,611-38.9% | $68,494+35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.10% | -10.12%-5.0pp | 3.33%-18.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,556 | $4,471-42.8% | $6,166-58.6% | $2,596-1.6% |
| Participant deferral / active EE | $4,830 | $6,527-26.0% | $8,363-42.2% | $4,027+19.9% |
| Admin fee / account holder | $12,426 | $7,719+61.0% | $11,616+7.0% | $5,403+130.0% |