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 | $281,807 | $110,094+156.0% | $151,611+85.9% | $68,494+311.4% |
| Participation rate | 91.8% | 84.0%+7.9pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $6,370 | $4,471+42.5% | $6,166+3.3% | $2,596+145.3% |
| Participant deferral / active EE | $8,161 | $6,527+25.0% | $8,363-2.4% | $4,027+102.7% |
| Admin fee / account holder | $28,169 | $7,719+265.0% | $11,616+142.5% | $5,403+421.4% |