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 | $221,364 | $84,233+162.8% | $170,442+29.9% | $70,131+215.6% |
| Participation rate | 89.0% | 70.8%+18.2pp | 83.6%+5.4pp | 69.5%+19.5pp |
| Annual return | 21.53% | 23.06%-1.5pp | 205.93%-184.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $8,559 | $3,387+152.7% | $5,433+57.5% | $2,342+265.4% |
| Participant deferral / active EE | $6,820 | $3,086+121.0% | $4,939+38.1% | $3,332+104.7% |
| Admin fee / account holder | $2,389 | $5,698-58.1% | $13,880-82.8% | $4,645-48.6% |