Filed April 19, 2019 (most recent of 5 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 | $151,176 | $85,766+76.3% | $136,294+10.9% | $70,131+115.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.48% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,369 | $2,966+13.6% | $4,695-28.2% | $2,342+43.8% |
| Participant deferral / active EE | $8,505 | $5,051+68.4% | $6,247+36.1% | $3,332+155.3% |
| Admin fee / account holder | $9,055 | $5,420+67.1% | $9,243-2.0% | $4,645+94.9% |