Filed June 11, 2019 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,973 | $94,529-24.9% | $140,016-49.3% | $64,186+10.6% |
| Participation rate | 72.6% | 84.1%-11.5pp | 87.5%-14.9pp | 69.6%+3.0pp |
| Annual return | -5.30% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $999 | $3,812-73.8% | $5,606-82.2% | $2,381-58.0% |
| Participant deferral / active EE | $2,490 | $5,250-52.6% | $6,927-64.0% | $3,470-28.2% |
| Admin fee / account holder | $3,350 | $6,741-50.3% | $10,705-68.7% | $4,888-31.5% |