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 9-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 | $160,462 | $160,055+0.3% | $140,016+14.6% | $135,375+18.5% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -4.35% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $11,255 | $6,420+75.3% | $5,606+100.8% | $4,779+135.5% |
| Participant deferral / active EE | $8,208 | $7,642+7.4% | $6,927+18.5% | $5,609+46.3% |
| Admin fee / account holder | $22,560 | $13,328+69.3% | $10,705+110.7% | $10,827+108.4% |