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 | $36,326 | $94,529-61.6% | $140,016-74.1% | $64,186-43.4% |
| Participation rate | 94.4% | 84.1%+10.4pp | 87.5%+6.9pp | 69.6%+24.9pp |
| Annual return | -3.03% | 7.77%-10.8pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,724 | $3,812-28.5% | $5,606-51.4% | $2,381+14.4% |
| Participant deferral / active EE | $3,813 | $5,250-27.4% | $6,927-45.0% | $3,470+9.9% |
| Admin fee / account holder | $13,483 | $6,741+100.0% | $10,705+25.9% | $4,888+175.8% |