Filed September 22, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,636 | $88,672+11.2% | $105,223-6.3% | $82,448+19.6% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 13.32% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,193 | $3,048+4.8% | $3,689-13.4% | $2,551+25.2% |
| Participant deferral / active EE | $8,332 | $4,036+106.4% | $5,072+64.3% | $4,139+101.3% |
| Admin fee / account holder | $17,518 | $7,146+145.1% | $8,859+97.7% | $7,234+142.2% |