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.
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 | $70,979 | $100,041-29.1% | $149,718-52.6% | $70,131+1.2% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 12.32% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,424 | $3,662-6.5% | $5,445-37.1% | $2,342+46.2% |
| Participant deferral / active EE | $2,439 | $4,983-51.1% | $6,569-62.9% | $3,332-26.8% |
| Admin fee / account holder | $1,942 | $8,286-76.6% | $11,283-82.8% | $4,645-58.2% |