Filed July 31, 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 | $23,134 | $83,902-72.4% | $167,512-86.2% | $84,808-72.7% |
| Participation rate | 87.8% | 66.5%+21.4pp | 77.1%+10.8pp | 68.3%+19.5pp |
| Annual return | 19.61% | 91.55%-71.9pp | 1615.79%-1596.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,075 | $2,264-52.5% | $3,882-72.3% | $2,631-59.1% |
| Participant deferral / active EE | $1,874 | $4,442-57.8% | $6,405-70.7% | $4,212-55.5% |
| Admin fee / account holder | $1,031 | $7,915-87.0% | $9,769-89.5% | $7,344-86.0% |