Filed August 18, 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 8-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 | $32,259 | $124,281-74.0% | $109,143-70.4% | $167,490-80.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.91% | 26.04%+1.9pp | 25.75%+2.2pp | 478.56%-450.6pp |
| Employer contribution / active EE | $3,196 | $4,207-24.0% | $3,722-14.1% | $4,837-33.9% |
| Participant deferral / active EE | $3,928 | $5,255-25.2% | $4,653-15.6% | $6,341-38.1% |
| Admin fee / account holder | $6,931 | $7,970-13.0% | $6,752+2.6% | $12,309-43.7% |