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 | $91,514 | $109,359-16.3% | $162,163-43.6% | $72,985+25.4% |
| Participation rate | 94.7% | 84.3%+10.5pp | 87.6%+7.2pp | 69.5%+25.3pp |
| Annual return | 18.18% | 25.46%-7.3pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,461 | $3,907-37.0% | $5,614-56.2% | $2,440+0.9% |
| Participant deferral / active EE | $5,960 | $5,481+8.7% | $7,298-18.3% | $3,607+65.2% |
| Admin fee / account holder | $3,158 | $7,972-60.4% | $10,843-70.9% | $5,124-38.4% |