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 | $161,873 | $183,963-12.0% | $162,163-0.2% | $152,861+5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.30% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $9,853 | $6,371+54.7% | $5,614+75.5% | $4,762+106.9% |
| Participant deferral / active EE | $7,059 | $8,034-12.1% | $7,298-3.3% | $5,850+20.7% |
| Admin fee / account holder | $21,806 | $13,121+66.2% | $10,843+101.1% | $11,596+88.0% |