Filed August 18, 2020 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $734,659 | $91,190+705.6% | $178,490+311.6% | $79,858+820.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 57.68% | 24.19%+33.5pp | 151.07%-93.4pp | 31.71%+26.0pp |
| Employer contribution / active EE | $11,544 | $3,256+254.6% | $5,011+130.4% | $2,471+367.2% |
| Participant deferral / active EE | $15,203 | $3,236+369.8% | $5,202+192.3% | $3,740+306.5% |
| Admin fee / account holder | $8,068 | $6,751+19.5% | $13,984-42.3% | $5,306+52.0% |