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.
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 | $72,344 | $82,032-11.8% | $123,104-41.2% | $59,632+21.3% |
| Participation rate | 97.4% | 83.2%+14.2pp | 86.8%+10.7pp | 68.7%+28.8pp |
| Annual return | 1.83% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $1,389 | $3,297-57.9% | $5,151-73.0% | $2,203-36.9% |
| Participant deferral / active EE | $2,751 | $4,667-41.0% | $6,230-55.8% | $3,192-13.8% |
| Admin fee / account holder | $352 | $5,881-94.0% | $9,015-96.1% | $4,297-91.8% |