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 | $198,257 | $197,591+0.3% | $177,821+11.5% | $158,922+24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.59% | 58.76%-46.2pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $13,893 | $6,697+107.4% | $5,918+134.7% | $4,761+191.8% |
| Participant deferral / active EE | $10,354 | $8,405+23.2% | $7,714+34.2% | $5,982+73.1% |
| Admin fee / account holder | $5,201 | $15,399-66.2% | $12,427-58.2% | $11,246-53.8% |