Filed October 3, 2017
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,465 | $65,365+410.2% | $92,893+259.0% | $72,985+356.9% |
| Participation rate | 98.9% | 68.3%+30.5pp | 76.0%+22.8pp | 69.5%+29.4pp |
| Annual return | 16.79% | 42.10%-25.3pp | 109.41%-92.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $16,389 | $2,594+531.8% | $3,653+348.7% | $2,440+571.7% |
| Participant deferral / active EE | $9,204 | $3,128+194.2% | $4,236+117.3% | $3,607+155.1% |
| Admin fee / account holder | $11,337 | $4,251+166.7% | $5,794+95.7% | $5,124+121.2% |