Filed February 20, 2020 (most recent of 2 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,565 | $54,541+262.2% | $78,778+150.8% | $70,131+181.7% |
| Participation rate | 87.5% | 60.8%+26.7pp | 69.2%+18.3pp | 69.5%+18.0pp |
| Annual return | 14.02% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,286 | $1,089+18.1% | $1,986-35.2% | $2,342-45.1% |
| Participant deferral / active EE | $6,522 | $2,210+195.1% | $2,958+120.5% | $3,332+95.8% |
| Admin fee / account holder | $6,094 | $3,709+64.3% | $5,134+18.7% | $4,645+31.2% |