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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,367 | $180,449-80.4% | $154,107-77.1% | $135,375-73.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.96% | 888.09%-900.0pp | 735.12%-747.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,728 | $6,035-71.4% | $5,298-67.4% | $4,779-63.8% |
| Participant deferral / active EE | $7,551 | $5,806+30.1% | $5,081+48.6% | $5,609+34.6% |
| Admin fee / account holder | $586 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |