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 | $168,815 | $167,484+0.8% | $151,611+11.3% | $134,475+25.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.05% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $11,673 | $6,829+70.9% | $6,166+89.3% | $4,740+146.3% |
| Participant deferral / active EE | $10,587 | $8,986+17.8% | $8,363+26.6% | $6,400+65.4% |
| Admin fee / account holder | $24,709 | $13,783+79.3% | $11,616+112.7% | $11,426+116.3% |