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 | $30,575 |
Service code 27 · EIN 36-4176835 | Advisory (Plan) | $12,193 |
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 | $22,622 | $78,485-71.2% | $106,213-78.7% | $74,495-69.6% |
| Participation rate | 87.6% | 72.8%+14.8pp | 75.3%+12.3pp | 67.2%+20.4pp |
| Annual return | 9.99% | 15.95%-6.0pp | 116.14%-106.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,692 | $4,322-37.7% | $5,016-46.3% | $4,346-38.0% |
| Admin fee / account holder | $261 | $2,232-88.3% | $11,033-97.6% | $1,942-86.5% |