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 | $259,952 | $57,354+353.2% | $83,848+210.0% | $64,186+305.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.35% | 11.38%-4.0pp | 850.88%-843.5pp | 7.63%-0.3pp |
| Employer contribution / active EE | $7,438 | $2,545+192.2% | $3,631+104.9% | $2,381+212.4% |
| Participant deferral / active EE | $4,284 | $2,993+43.1% | $4,082+5.0% | $3,470+23.5% |
| Admin fee / account holder | $9,684 | $4,046+139.4% | $5,478+76.8% | $4,888+98.1% |