Filed March 9, 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 | $53,684 | $87,841-38.9% | $133,980-59.9% | $62,891-14.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 6.91% | 12.05%-5.1pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,260 | $3,483-63.8% | $5,211-75.8% | $2,281-44.7% |
| Participant deferral / active EE | $3,624 | $4,812-24.7% | $6,282-42.3% | $3,203+13.1% |
| Admin fee / account holder | $390 | $5,371-92.7% | $9,324-95.8% | $4,296-90.9% |