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 | $102,163 | $65,561+55.8% | $86,188+18.5% | $75,163+35.9% |
| Participation rate | 96.0% | 60.5%+35.5pp | 69.0%+27.0pp | 67.2%+28.8pp |
| Annual return | 13.14% | 46.05%-32.9pp | 1168.45%-1155.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,681 | $1,553+72.7% | $2,380+12.6% | $2,670+0.4% |
| Participant deferral / active EE | $3,635 | $3,024+20.2% | $3,985-8.8% | $4,125-11.9% |
| Admin fee / account holder | $2,968 | $5,474-45.8% | $6,852-56.7% | $5,651-47.5% |