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.
Employer 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 | $60,553 | $138,347-56.2% | $184,203-67.1% | $80,856-25.1% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.6%+30.5pp |
| Annual return | 15.43% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $615 | $4,850-87.3% | $6,427-90.4% | $2,755-77.7% |
| Participant deferral / active EE | $3,369 | $7,071-52.4% | $9,131-63.1% | $4,296-21.6% |
| Admin fee / account holder | $5,137 | $10,483-51.0% | $13,901-63.0% | $6,918-25.8% |