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 | $86,803 | $60,124+44.4% | $90,404-4.0% | $79,858+8.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.65% | 71.94%-51.3pp | 1293.02%-1272.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,123 | $2,068+2.7% | $3,262-34.9% | $2,471-14.1% |
| Participant deferral / active EE | $9,384 | $2,938+219.4% | $3,963+136.8% | $3,740+150.9% |
| Admin fee / account holder | $12,112 | $3,976+204.6% | $5,611+115.9% | $5,306+128.3% |