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 6-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,453 | $65,561+532.2% | $86,188+380.9% | $75,163+451.4% |
| Participation rate | 98.5% | 60.5%+38.0pp | 69.0%+29.5pp | 67.2%+31.3pp |
| Annual return | 22.99% | 46.05%-23.1pp | 1168.45%-1145.5pp | 160.62%-137.6pp |
| Employer contribution / active EE | $9,759 | $1,553+528.6% | $2,380+310.0% | $2,670+265.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,042 | $5,474-26.2% | $6,852-41.0% | $5,651-28.5% |