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.
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 | $101,663 | $94,529+7.5% | $140,016-27.4% | $64,186+58.4% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -5.09% | 7.77%-12.9pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,407 | $3,812-10.6% | $5,606-39.2% | $2,381+43.1% |
| Participant deferral / active EE | $2,035 | $5,250-61.2% | $6,927-70.6% | $3,470-41.4% |
| Admin fee / account holder | $2,961 | $6,741-56.1% | $10,705-72.3% | $4,888-39.4% |