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 | $70,878 | $87,841-19.3% | $133,980-47.1% | $62,891+12.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.08% | 12.05%-3.0pp | 29.30%-20.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,516 | $3,483-56.5% | $5,211-70.9% | $2,281-33.5% |
| Participant deferral / active EE | $3,316 | $4,812-31.1% | $6,282-47.2% | $3,203+3.5% |
| Admin fee / account holder | $5,157 | $5,371-4.0% | $9,324-44.7% | $4,296+20.1% |