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 | $31,611 | $100,041-68.4% | $149,718-78.9% | $70,131-54.9% |
| Participation rate | 95.0% | 83.6%+11.4pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 19.73% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,088 | $3,662-70.3% | $5,445-80.0% | $2,342-53.5% |
| Participant deferral / active EE | $5,213 | $4,983+4.6% | $6,569-20.6% | $3,332+56.5% |
| Admin fee / account holder | $1,284 | $8,286-84.5% | $11,283-88.6% | $4,645-72.4% |