Filed May 17, 2018 (most recent of 3 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 | $302,238 | $56,897+431.2% | $84,750+256.6% | $62,891+380.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.90% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $9,183 | $2,400+282.7% | $3,574+156.9% | $2,281+302.6% |
| Participant deferral / active EE | $3,079 | $2,709+13.7% | $3,712-17.0% | $3,203-3.9% |
| Admin fee / account holder | $6,016 | $3,581+68.0% | $5,332+12.8% | $4,296+40.1% |