Filed August 18, 2020 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,355 |
Service code 27 · EIN 36-4176835 | Advisory (Plan) | $12,205 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,709 | $71,516-75.2% | $98,439-82.0% | $71,457-75.2% |
| Participation rate | 88.5% | 72.7%+15.8pp | 75.2%+13.3pp | 67.9%+20.5pp |
| Annual return | -3.08% | 32.41%-35.5pp | 21.16%-24.2pp | 28.85%-31.9pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,138 | $4,109-48.0% | $4,738-54.9% | $4,289-50.2% |
| Admin fee / account holder | $207 | $1,675-87.6% | $8,948-97.7% | $1,587-87.0% |