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 | $236,748 | $65,041+264.0% | $90,951+160.3% | $79,858+196.5% |
| Participation rate | 87.3% | 61.6%+25.7pp | 69.0%+18.3pp | 69.6%+17.7pp |
| Annual return | 14.36% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,330 | $1,247+6.7% | $2,122-37.3% | $2,471-46.2% |
| Participant deferral / active EE | $6,769 | $2,512+169.5% | $3,373+100.7% | $3,740+81.0% |
| Admin fee / account holder | $452 | $4,536-90.0% | $5,959-92.4% | $5,306-91.5% |