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 | $250,841 | $64,707+287.7% | $112,228+123.5% | $68,494+266.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.96% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $6,991 | $2,746+154.6% | $3,635+92.3% | $2,596+169.3% |
| Participant deferral / active EE | $6,318 | $3,565+77.2% | $4,728+33.6% | $4,027+56.9% |
| Admin fee / account holder | $4,085 | $5,232-21.9% | $6,410-36.3% | $5,403-24.4% |