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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,167 | $73,933+187.0% | $96,683+119.4% | $75,163+182.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.62% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $8,195 | $2,928+179.9% | $3,737+119.3% | $2,670+206.9% |
| Participant deferral / active EE | $7,261 | $3,659+98.5% | $4,878+48.8% | $4,125+76.0% |
| Admin fee / account holder | $35,333 | $5,216+577.4% | $6,730+425.0% | $5,651+525.3% |