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 | $903,135 | $81,248+1011.6% | $155,509+480.8% | $80,856+1017.0% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 14.94% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $13,755 | $3,100+343.7% | $4,672+194.4% | $2,755+399.3% |
| Participant deferral / active EE | $17,123 | $3,452+396.1% | $5,626+204.3% | $4,296+298.6% |
| Admin fee / account holder | $64,245 | $7,997+703.3% | $15,912+303.8% | $6,918+828.7% |