Filed October 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,044 | $75,828+248.2% | $67,652+290.3% | - |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.7%+24.3pp | - |
| Annual return | -11.09% | -0.25%-10.8pp | 6625.04%-6636.1pp | - |
| Employer contribution / active EE | $14,435 | $1,407+926.1% | $2,266+537.2% | - |
| Participant deferral / active EE | $0 | $2,505-100.0% | $3,560-100.0% | - |
| Admin fee / account holder | $11,658 | $8,125+43.5% | $4,821+141.8% | - |