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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,863 | $137,414-31.0% | $189,513-49.9% | $85,850+10.5% |
| Participation rate | 97.1% | 84.6%+12.5pp | 87.8%+9.3pp | 69.3%+27.8pp |
| Annual return | 11.61% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,725 | $4,344-37.3% | $6,162-55.8% | $2,565+6.2% |
| Participant deferral / active EE | $5,927 | $6,260-5.3% | $8,221-27.9% | $3,952+50.0% |
| Admin fee / account holder | $26,850 | $8,630+211.1% | $12,045+122.9% | $6,260+328.9% |