Filed July 23, 2018
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 | $102,785 | $48,570+111.6% | $130,648-21.3% | $72,985+40.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 18.09% | 38.63%-20.5pp | 1708.96%-1690.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,480 | $1,334+235.8% | $4,092+9.5% | $2,440+83.6% |
| Participant deferral / active EE | $4,647 | $2,384+94.9% | $3,603+29.0% | $3,607+28.8% |
| Admin fee / account holder | $7,626 | $3,549+114.9% | $5,464+39.5% | $5,124+48.8% |