Filed January 2, 2019 (most recent of 6 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,663 | $138,347+149.1% | $184,203+87.1% | $80,856+326.3% |
| Participation rate | 91.1% | 83.9%+7.2pp | 86.8%+4.3pp | 67.6%+23.5pp |
| Annual return | 12.96% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $7,317 | $4,850+50.8% | $6,427+13.8% | $2,755+165.6% |
| Participant deferral / active EE | $9,355 | $7,071+32.3% | $9,131+2.4% | $4,296+117.8% |
| Admin fee / account holder | $27,127 | $10,483+158.8% | $13,901+95.1% | $6,918+292.1% |