Filed March 9, 2020 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,464 | $81,248+263.7% | $155,509+90.0% | $80,856+265.4% |
| Participation rate | 86.0% | 66.2%+19.7pp | 78.2%+7.8pp | 67.6%+18.3pp |
| Annual return | 15.64% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $33,244 | $3,100+972.3% | $4,672+611.5% | $2,755+1106.7% |
| Participant deferral / active EE | $5,256 | $3,452+52.3% | $5,626-6.6% | $4,296+22.3% |
| Admin fee / account holder | $3,937 | $7,997-50.8% | $15,912-75.3% | $6,918-43.1% |