Filed August 18, 2020
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 | $59,475 | $49,177+20.9% | $79,464-25.2% | $64,186-7.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.14% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,824 | $2,076+36.0% | $2,800+0.8% | $2,381+18.6% |
| Participant deferral / active EE | $6,819 | $2,821+141.7% | $3,704+84.1% | $3,470+96.5% |
| Admin fee / account holder | $3,592 | $3,839-6.4% | $5,113-29.7% | $4,888-26.5% |