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 | $110,708 | $110,094+0.6% | $151,611-27.0% | $68,494+61.6% |
| Participation rate | 81.1% | 84.0%-2.9pp | 87.5%-6.4pp | 67.9%+13.2pp |
| Annual return | -13.86% | -10.12%-3.7pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,634 | $4,471-18.7% | $6,166-41.1% | $2,596+40.0% |
| Participant deferral / active EE | $2,423 | $6,527-62.9% | $8,363-71.0% | $4,027-39.8% |
| Admin fee / account holder | $10,785 | $7,719+39.7% | $11,616-7.2% | $5,403+99.6% |