Filed December 12, 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.)
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 | $91,478 | $125,758-27.3% | $169,993-46.2% | $75,163+21.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.33% | 27.20%-8.9pp | 53.37%-35.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,911 | $4,615+28.1% | $6,785-12.9% | $2,670+121.4% |
| Participant deferral / active EE | $8,525 | $6,837+24.7% | $10,408-18.1% | $4,125+106.7% |
| Admin fee / account holder | $14,501 | $8,173+77.4% | $12,815+13.2% | $5,651+156.6% |