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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $705,162 | $80,717+773.6% | $154,803+355.5% | $84,808+731.5% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 11.61% | 37.96%-26.3pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $8,854 | $2,761+220.7% | $4,305+105.7% | $2,631+236.5% |
| Participant deferral / active EE | $12,369 | $3,303+274.4% | $5,540+123.2% | $4,212+193.7% |
| Admin fee / account holder | $322,207 | $6,746+4676.5% | $14,329+2148.6% | $7,344+4287.5% |