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 | $279,342 | $72,277+286.5% | $101,248+175.9% | $79,858+249.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.33% | 22.30%-15.0pp | 46.47%-39.1pp | 31.71%-24.4pp |
| Employer contribution / active EE | $3,666 | $2,692+36.2% | $3,660+0.2% | $2,471+48.4% |
| Participant deferral / active EE | $5,166 | $3,282+57.4% | $4,370+18.2% | $3,740+38.1% |
| Admin fee / account holder | $16,516 | $4,400+275.3% | $5,945+177.8% | $5,306+211.3% |