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 | $100,323 | $138,347-27.5% | $184,203-45.5% | $80,856+24.1% |
| Participation rate | 93.0% | 83.9%+9.2pp | 86.8%+6.2pp | 67.6%+25.4pp |
| Annual return | 12.93% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,845 | $4,850-41.3% | $6,427-55.7% | $2,755+3.3% |
| Participant deferral / active EE | $6,401 | $7,071-9.5% | $9,131-29.9% | $4,296+49.0% |
| Admin fee / account holder | $3,654 | $10,483-65.1% | $13,901-73.7% | $6,918-47.2% |