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 | $94,194 | $57,281+64.4% | $86,612+8.8% | $75,163+25.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.92% | 2670.75%-2650.8pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,362 | $2,314+131.7% | $3,022+77.4% | $2,670+100.8% |
| Participant deferral / active EE | $6,853 | $3,318+106.6% | $4,438+54.4% | $4,125+66.1% |
| Admin fee / account holder | $3,344 | $4,112-18.7% | $5,614-40.4% | $5,651-40.8% |