Filed August 1, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,057 | $171,865-74.9% | $149,718-71.2% | $147,584-70.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 44.83% | 2113.22%-2068.4pp | 1501.63%-1456.8pp | 578.55%-533.7pp |
| Employer contribution / active EE | $5,746 | $6,275-8.4% | $5,445+5.5% | $4,876+17.8% |
| Participant deferral / active EE | $1,664 | $7,271-77.1% | $6,569-74.7% | $5,439-69.4% |
| Admin fee / account holder | $14,249 | $13,799+3.3% | $11,283+26.3% | $10,885+30.9% |