Filed August 18, 2020 (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 3-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.
Participant 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 | $130,151 | $100,041+30.1% | $149,718-13.1% | $70,131+85.6% |
| Participation rate | 83.7% | 83.6%+0.1pp | 87.1%-3.3pp | 69.5%+14.2pp |
| Annual return | 15.85% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,511 | $3,662+23.2% | $5,445-17.2% | $2,342+92.6% |
| Participant deferral / active EE | $2,323 | $4,983-53.4% | $6,569-64.6% | $3,332-30.3% |
| Admin fee / account holder | $3,921 | $8,286-52.7% | $11,283-65.2% | $4,645-15.6% |