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 | $290,343 | $123,793+134.5% | $177,821+63.3% | $79,858+263.6% |
| Participation rate | 96.2% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 17.12% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $6,457 | $4,095+57.7% | $5,918+9.1% | $2,471+161.3% |
| Participant deferral / active EE | $7,190 | $5,956+20.7% | $7,714-6.8% | $3,740+92.3% |
| Admin fee / account holder | $10,879 | $7,243+50.2% | $12,427-12.5% | $5,306+105.0% |