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 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.
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 | $396,187 | $180,449+119.6% | $154,107+157.1% | $135,375+192.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.03% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $8,543 | $6,035+41.6% | $5,298+61.3% | $4,779+78.8% |
| Participant deferral / active EE | $15,023 | $5,806+158.8% | $5,081+195.7% | $5,609+167.9% |
| Admin fee / account holder | $1,005 | $16,143-93.8% | $13,411-92.5% | $10,827-90.7% |