Filed August 18, 2020
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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,800 | $239,571-47.9% | $183,328-31.9% | $137,256-9.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.27% | 35.69%-22.4pp | 29.67%-16.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,080 | $6,148-1.1% | $5,055+20.3% | $4,156+46.3% |
| Participant deferral / active EE | $5,011 | $7,995-37.3% | $6,795-26.3% | $6,407-21.8% |
| Admin fee / account holder | $9,175 | $30,059-69.5% | $21,427-57.2% | $12,270-25.2% |