Filed February 14, 2020
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,216 | $148,978+39.1% | $200,582+3.3% | $84,808+144.3% |
| Participation rate | 93.5% | 84.2%+9.3pp | 86.9%+6.7pp | 68.3%+25.2pp |
| Annual return | 10.39% | 28.16%-17.8pp | 42.33%-31.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $8,410 | $4,815+74.7% | $6,419+31.0% | $2,631+219.6% |
| Participant deferral / active EE | $4,407 | $7,142-38.3% | $9,331-52.8% | $4,212+4.6% |
| Admin fee / account holder | $3,412 | $13,977-75.6% | $16,305-79.1% | $7,344-53.5% |