Filed February 10, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,737 | $95,453-75.1% | $112,040-78.8% | $82,448-71.2% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.5%+12.2pp | 68.1%+20.6pp |
| Annual return | 14.70% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,856 | $2,318-19.9% | $2,954-37.2% | $2,551-27.3% |
| Participant deferral / active EE | $3,362 | $4,224-20.4% | $5,098-34.1% | $4,139-18.8% |
| Admin fee / account holder | $3,284 | $9,013-63.6% | $12,098-72.9% | $7,234-54.6% |