Filed April 17, 2019
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-0223620 | Recordkeeping | $42,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,363 | $63,745-11.6% | $98,442-42.7% | $79,386-29.0% |
| Participation rate | 91.1% | 69.9%+21.2pp | 73.3%+17.7pp | 70.7%+20.4pp |
| Annual return | 23.87% | 625.80%-601.9pp | 1492.73%-1468.9pp | 116.85%-93.0pp |
| Employer contribution / active EE | $4,103 | $2,557+60.5% | $2,960+38.6% | $2,427+69.0% |
| Participant deferral / active EE | $4,464 | $3,303+35.1% | $4,276+4.4% | $4,046+10.3% |
| Admin fee / account holder | $308 | $516-40.2% | $5,949-94.8% | $626-50.8% |