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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,136 | $81,248+327.3% | $155,509+123.2% | $80,856+329.3% |
| Participation rate | 88.3% | 66.2%+22.1pp | 78.2%+10.1pp | 67.6%+20.7pp |
| Annual return | 17.74% | 33.31%-15.6pp | 64.67%-46.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,208 | $3,452+108.8% | $5,626+28.1% | $4,296+67.8% |
| Admin fee / account holder | $6,355 | $7,997-20.5% | $15,912-60.1% | $6,918-8.1% |