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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,143 | $94,529-32.1% | $140,016-54.2% | $64,186-0.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.26% | 7.77%-12.0pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,132 | $3,812-17.8% | $5,606-44.1% | $2,381+31.6% |
| Participant deferral / active EE | $2,424 | $5,250-53.8% | $6,927-65.0% | $3,470-30.1% |
| Admin fee / account holder | $2,967 | $6,741-56.0% | $10,705-72.3% | $4,888-39.3% |