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 | $46,153 | $109,359-57.8% | $162,163-71.5% | $72,985-36.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.94% | 25.46%-7.5pp | 115.59%-97.6pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,992 | $3,907-23.4% | $5,614-46.7% | $2,440+22.6% |
| Participant deferral / active EE | $4,662 | $5,481-15.0% | $7,298-36.1% | $3,607+29.2% |
| Admin fee / account holder | $2,425 | $7,972-69.6% | $10,843-77.6% | $5,124-52.7% |