Filed June 21, 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.)
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 | $309,187 | $60,892+407.8% | $82,389+275.3% | $84,808+264.6% |
| Participation rate | 98.6% | 63.3%+35.3pp | 69.5%+29.0pp | 68.3%+30.3pp |
| Annual return | 10.85% | 37.29%-26.4pp | 28.67%-17.8pp | 40.90%-30.0pp |
| Employer contribution / active EE | $17,549 | $1,779+886.3% | $2,517+597.2% | $2,631+567.0% |
| Participant deferral / active EE | $14,056 | $3,179+342.2% | $4,155+238.3% | $4,212+233.8% |
| Admin fee / account holder | $81,855 | $5,467+1397.1% | $7,231+1032.1% | $7,344+1014.6% |