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 | $58,627+427.4% | $76,735+302.9% | $82,448+275.0% |
| Participation rate | 98.6% | 63.2%+35.4pp | 69.5%+29.1pp | 68.1%+30.5pp |
| Annual return | 10.85% | 39.10%-28.2pp | 29.77%-18.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $17,549 | $1,729+914.9% | $2,454+615.0% | $2,551+587.9% |
| Participant deferral / active EE | $14,056 | $3,134+348.6% | $4,088+243.9% | $4,139+239.6% |
| Admin fee / account holder | $81,855 | $5,323+1437.9% | $7,189+1038.6% | $7,234+1031.5% |