Filed November 24, 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 | $178,418 | $75,828+135.3% | $147,614+20.9% | $59,632+199.2% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | 2.21% | 0.37%+1.8pp | 61.98%-59.8pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $9,465 | $3,485+171.6% | $5,564+70.1% | $2,203+329.7% |
| Participant deferral / active EE | $6,154 | $3,130+96.6% | $4,895+25.7% | $3,192+92.8% |
| Admin fee / account holder | $3,821 | $5,985-36.2% | $11,611-67.1% | $4,297-11.1% |