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 | $42,719 | $110,094-61.2% | $151,611-71.8% | $68,494-37.6% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -14.21% | -10.12%-4.1pp | 3.33%-17.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,163 | $4,471-51.6% | $6,166-64.9% | $2,596-16.7% |
| Participant deferral / active EE | $2,505 | $6,527-61.6% | $8,363-70.0% | $4,027-37.8% |
| Admin fee / account holder | $8,616 | $7,719+11.6% | $11,616-25.8% | $5,403+59.5% |