Filed August 4, 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 | $107,145 | $109,817-2.4% | $98,442+8.8% | $167,490-36.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.87% | 1956.69%-1941.8pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,365 | $3,224-57.7% | $2,960-53.9% | $4,837-71.8% |
| Participant deferral / active EE | $6,077 | $4,673+30.0% | $4,276+42.1% | $6,341-4.2% |
| Admin fee / account holder | $6,658 | $6,753-1.4% | $5,949+11.9% | $12,309-45.9% |