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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,695 | $73,867+215.0% | $143,757+61.9% | $68,494+239.7% |
| Participation rate | 82.3% | 66.7%+15.6pp | 80.3%+2.0pp | 67.9%+14.4pp |
| Annual return | -20.92% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $8,790 | $3,184+176.1% | $4,951+77.5% | $2,596+238.6% |
| Participant deferral / active EE | $5,614 | $3,384+65.9% | $5,637-0.4% | $4,027+39.4% |
| Admin fee / account holder | $8,770 | $5,755+52.4% | $14,673-40.2% | $5,403+62.3% |