Filed March 9, 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,204 | $59,805+75.9% | $79,550+32.2% | $68,494+53.6% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -14.20% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,230 | $1,505+114.6% | $2,413+33.8% | $2,596+24.4% |
| Participant deferral / active EE | $3,723 | $3,024+23.1% | $3,985-6.6% | $4,027-7.6% |
| Admin fee / account holder | $3,902 | $4,835-19.3% | $6,832-42.9% | $5,403-27.8% |