Filed October 16, 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.)
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 | $273,226 | $148,978+83.4% | $200,582+36.2% | $84,808+222.2% |
| Participation rate | 93.9% | 84.2%+9.7pp | 86.9%+7.1pp | 68.3%+25.6pp |
| Annual return | 12.33% | 28.16%-15.8pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,349 | $4,815-30.5% | $6,419-47.8% | $2,631+27.3% |
| Participant deferral / active EE | $6,656 | $7,142-6.8% | $9,331-28.7% | $4,212+58.0% |
| Admin fee / account holder | $32,197 | $13,977+130.4% | $16,305+97.5% | $7,344+338.4% |