Filed October 15, 2018 (most recent of 2 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 | $271,226 | $176,056+54.1% | $159,436+70.1% | $167,490+61.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.58% | 331.75%-310.2pp | 263.57%-242.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $14,908 | $5,297+181.4% | $4,829+208.7% | $4,837+208.2% |
| Participant deferral / active EE | $13,696 | $7,750+76.7% | $7,352+86.3% | $6,341+116.0% |
| Admin fee / account holder | $3,848 | $12,554-69.4% | $10,799-64.4% | $12,309-68.7% |