Filed January 15, 2020 (most recent of 5 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,294 | $94,529-20.3% | $140,016-46.2% | $64,186+17.3% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | -4.38% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,327 | $3,812-39.0% | $5,606-58.5% | $2,381-2.3% |
| Participant deferral / active EE | $5,972 | $5,250+13.7% | $6,927-13.8% | $3,470+72.1% |
| Admin fee / account holder | $7,452 | $6,741+10.5% | $10,705-30.4% | $4,888+52.4% |