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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,205 | $65,365+311.8% | $92,893+189.8% | $72,985+268.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.37% | 42.10%-39.7pp | 109.41%-107.0pp | 81.00%-78.6pp |
| Employer contribution / active EE | $2,971 | $2,594+14.5% | $3,653-18.7% | $2,440+21.8% |
| Participant deferral / active EE | $4,319 | $3,128+38.0% | $4,236+1.9% | $3,607+19.7% |
| Admin fee / account holder | $6,298 | $4,251+48.1% | $5,794+8.7% | $5,124+22.9% |