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 | $65,723 | $109,359-39.9% | $162,163-59.5% | $72,985-10.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.50% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,561 | $3,907-8.9% | $5,614-36.6% | $2,440+46.0% |
| Participant deferral / active EE | $2,816 | $5,481-48.6% | $7,298-61.4% | $3,607-21.9% |
| Admin fee / account holder | $14,395 | $7,972+80.6% | $10,843+32.8% | $5,124+180.9% |