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 | $72,505 | $110,094-34.1% | $151,611-52.2% | $68,494+5.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -12.85% | -10.12%-2.7pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,418 | $4,471-23.5% | $6,166-44.6% | $2,596+31.7% |
| Participant deferral / active EE | $4,648 | $6,527-28.8% | $8,363-44.4% | $4,027+15.4% |
| Admin fee / account holder | $3,974 | $7,719-48.5% | $11,616-65.8% | $5,403-26.5% |