Filed August 1, 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 | $149,203 | $148,978+0.2% | $200,582-25.6% | $84,808+75.9% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 49.27% | 28.16%+21.1pp | 42.33%+6.9pp | 40.90%+8.4pp |
| Employer contribution / active EE | $6,243 | $4,815+29.6% | $6,419-2.7% | $2,631+137.3% |
| Participant deferral / active EE | $9,609 | $7,142+34.5% | $9,331+3.0% | $4,212+128.2% |
| Admin fee / account holder | $9,036 | $13,977-35.4% | $16,305-44.6% | $7,344+23.0% |