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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,867 | $109,359-2.3% | $162,163-34.1% | $72,985+46.4% |
| Participation rate | 85.1% | 84.3%+0.9pp | 87.6%-2.4pp | 69.5%+15.6pp |
| Annual return | 16.97% | 25.46%-8.5pp | 115.59%-98.6pp | 81.00%-64.0pp |
| Employer contribution / active EE | $3,693 | $3,907-5.5% | $5,614-34.2% | $2,440+51.4% |
| Participant deferral / active EE | $2,399 | $5,481-56.2% | $7,298-67.1% | $3,607-33.5% |
| Admin fee / account holder | $7,738 | $7,972-2.9% | $10,843-28.6% | $5,124+51.0% |