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 | $95,803-75.2% | $113,168-79.0% | $84,808-72.0% |
| Participation rate | 88.7% | 72.9%+15.8pp | 76.6%+12.1pp | 68.3%+20.4pp |
| Annual return | 14.70% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,856 | $2,360-21.4% | $2,975-37.6% | $2,631-29.5% |
| Participant deferral / active EE | $3,362 | $4,242-20.7% | $5,107-34.2% | $4,212-20.2% |
| Admin fee / account holder | $3,284 | $8,989-63.5% | $12,068-72.8% | $7,344-55.3% |