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 | $107,738 | $138,347-22.1% | $184,203-41.5% | $80,856+33.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 12.63% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,805 | $4,850-42.2% | $6,427-56.4% | $2,755+1.8% |
| Participant deferral / active EE | $5,483 | $7,071-22.5% | $9,131-40.0% | $4,296+27.6% |
| Admin fee / account holder | $9,706 | $10,483-7.4% | $13,901-30.2% | $6,918+40.3% |