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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,736 | $137,414-4.1% | $189,513-30.5% | $85,850+53.5% |
| Participation rate | 78.4% | 84.6%-6.2pp | 87.8%-9.4pp | 69.3%+9.1pp |
| Annual return | 9.95% | 38.14%-28.2pp | 555.15%-545.2pp | 318.53%-308.6pp |
| Employer contribution / active EE | $3,888 | $4,344-10.5% | $6,162-36.9% | $2,565+51.6% |
| Participant deferral / active EE | $3,069 | $6,260-51.0% | $8,221-62.7% | $3,952-22.3% |
| Admin fee / account holder | $21,480 | $8,630+148.9% | $12,045+78.3% | $6,260+243.1% |