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 | $89,504 | $125,758-28.8% | $169,993-47.3% | $75,163+19.1% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 17.23% | 27.20%-10.0pp | 53.37%-36.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,835 | $4,615-16.9% | $6,785-43.5% | $2,670+43.7% |
| Participant deferral / active EE | $5,865 | $6,837-14.2% | $10,408-43.6% | $4,125+42.2% |
| Admin fee / account holder | $10,868 | $8,173+33.0% | $12,815-15.2% | $5,651+92.3% |