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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,066 | $54,705+115.8% | $71,209+65.8% | $84,808+39.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.78% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,698 | $2,158+117.7% | $2,721+72.7% | $2,631+78.6% |
| Participant deferral / active EE | $7,645 | $3,030+152.3% | $4,175+83.1% | $4,212+81.5% |
| Admin fee / account holder | $8,313 | $4,863+70.9% | $5,349+55.4% | $7,344+13.2% |