Filed November 27, 2019
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 5-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.
Employer 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.)
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 | $77,611 | $266,879-70.9% | $149,718-48.2% | - |
| Participation rate | 81.8% | 82.4%-0.6pp | 87.1%-5.3pp | - |
| Annual return | 27.47% | 8.05%+19.4pp | 1501.63%-1474.2pp | - |
| Employer contribution / active EE | $749 | $3,117-76.0% | $5,445-86.2% | - |
| Participant deferral / active EE | $5,631 | $4,642+21.3% | $6,569-14.3% | - |
| Admin fee / account holder | $5,667 | $11,107-49.0% | $11,283-49.8% | - |