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 | $119,269 | $123,793-3.7% | $177,821-32.9% | $79,858+49.4% |
| Participation rate | 88.1% | 84.7%+3.4pp | 87.7%+0.4pp | 69.6%+18.5pp |
| Annual return | 10.75% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $4,240 | $4,095+3.5% | $5,918-28.4% | $2,471+71.6% |
| Participant deferral / active EE | $2,738 | $5,956-54.0% | $7,714-64.5% | $3,740-26.8% |
| Admin fee / account holder | $3,616 | $7,243-50.1% | $12,427-70.9% | $5,306-31.9% |