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 | $80,812-71.4% | $160,784-85.6% | $82,448-71.9% |
| Participation rate | 87.8% | 66.2%+21.6pp | 77.0%+10.9pp | 68.1%+19.8pp |
| Annual return | 19.61% | 100.59%-81.0pp | 1803.92%-1784.3pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,075 | $2,174-50.6% | $3,733-71.2% | $2,551-57.9% |
| Participant deferral / active EE | $1,874 | $4,335-56.8% | $6,293-70.2% | $4,139-54.7% |
| Admin fee / account holder | $1,031 | $7,695-86.6% | $9,717-89.4% | $7,234-85.8% |