Filed February 20, 2020
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 | $120,564 | $61,272+96.8% | $149,673-19.4% | $71,457+68.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.41% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,724 | $2,378+98.6% | $4,818-1.9% | $2,588+82.6% |
| Participant deferral / active EE | $4,932 | $2,917+69.1% | $5,680-13.2% | $4,289+15.0% |
| Admin fee / account holder | $8,179 | $1,261+548.4% | $13,210-38.1% | $1,587+415.3% |