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 | $80,014 | $110,094-27.3% | $151,611-47.2% | $68,494+16.8% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -15.47% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,182 | $4,471-51.2% | $6,166-64.6% | $2,596-16.0% |
| Participant deferral / active EE | $5,589 | $6,527-14.4% | $8,363-33.2% | $4,027+38.8% |
| Admin fee / account holder | $15,601 | $7,719+102.1% | $11,616+34.3% | $5,403+188.8% |