Filed February 24, 2020 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,026 | $87,841-24.8% | $133,980-50.7% | $62,891+5.0% |
| Participation rate | 91.9% | 83.4%+8.5pp | 87.1%+4.8pp | 69.3%+22.6pp |
| Annual return | 6.50% | 12.05%-5.6pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,449 | $3,483-1.0% | $5,211-33.8% | $2,281+51.2% |
| Participant deferral / active EE | $2,048 | $4,812-57.4% | $6,282-67.4% | $3,203-36.1% |
| Admin fee / account holder | $3,182 | $5,371-40.8% | $9,324-65.9% | $4,296-25.9% |