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 | $107,014 | $58,208+83.8% | $81,812+30.8% | $80,856+32.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.74% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,874 | $2,340+151.0% | $2,912+101.7% | $2,755+113.2% |
| Participant deferral / active EE | $7,601 | $3,281+131.7% | $4,319+76.0% | $4,296+76.9% |
| Admin fee / account holder | $4,678 | $4,981-6.1% | $7,386-36.7% | $6,918-32.4% |