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 | $110,414 | $125,758-12.2% | $169,993-35.0% | $75,163+46.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.32% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $3,681 | $4,615-20.2% | $6,785-45.7% | $2,670+37.9% |
| Participant deferral / active EE | $2,385 | $6,837-65.1% | $10,408-77.1% | $4,125-42.2% |
| Admin fee / account holder | $9,355 | $8,173+14.5% | $12,815-27.0% | $5,651+65.5% |