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 | $86,512 | $137,414-37.0% | $189,513-54.4% | $85,850+0.8% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 29.71% | 38.14%-8.4pp | 555.15%-525.4pp | 318.53%-288.8pp |
| Employer contribution / active EE | $4,532 | $4,344+4.3% | $6,162-26.4% | $2,565+76.7% |
| Participant deferral / active EE | $7,023 | $6,260+12.2% | $8,221-14.6% | $3,952+77.7% |
| Admin fee / account holder | $14,103 | $8,630+63.4% | $12,045+17.1% | $6,260+125.3% |