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 | $85,477 | $92,703-7.8% | $82,719+3.3% | $134,475-36.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.08% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,687 | $3,274+43.1% | $3,009+55.8% | $4,740-1.1% |
| Participant deferral / active EE | $7,123 | $4,802+48.3% | $4,395+62.1% | $6,400+11.3% |
| Admin fee / account holder | $3,344 | $5,983-44.1% | $5,329-37.3% | $11,426-70.7% |