Filed August 18, 2020
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 10-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,593 | $87,841-74.3% | $133,980-83.1% | $62,891-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.96% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,851 | $3,483-46.9% | $5,211-64.5% | $2,281-18.9% |
| Participant deferral / active EE | $3,686 | $4,812-23.4% | $6,282-41.3% | $3,203+15.1% |
| Admin fee / account holder | $1,534 | $5,371-71.4% | $9,324-83.6% | $4,296-64.3% |