Filed October 29, 2020 (most recent of 17 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 7-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 | $31,214 | $138,347-77.4% | $184,203-83.1% | $80,856-61.4% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 21.29% | 20.02%+1.3pp | 28.81%-7.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $1,672 | $4,850-65.5% | $6,427-74.0% | $2,755-39.3% |
| Participant deferral / active EE | $3,322 | $7,071-53.0% | $9,131-63.6% | $4,296-22.7% |
| Admin fee / account holder | $395 | $10,483-96.2% | $13,901-97.2% | $6,918-94.3% |