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 | $89,284 | $125,758-29.0% | $169,993-47.5% | $75,163+18.8% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 15.16% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,822 | $4,615-38.9% | $6,785-58.4% | $2,670+5.7% |
| Participant deferral / active EE | $6,165 | $6,837-9.8% | $10,408-40.8% | $4,125+49.5% |
| Admin fee / account holder | $8,541 | $8,173+4.5% | $12,815-33.4% | $5,651+51.1% |