Filed November 28, 2018 (most recent of 3 filings on file)
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 | $42,561 | $110,094-61.3% | $151,611-71.9% | $68,494-37.9% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -10.31% | -10.12%-0.2pp | 3.33%-13.6pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,444 | $4,471-23.0% | $6,166-44.1% | $2,596+32.6% |
| Participant deferral / active EE | $5,898 | $6,527-9.6% | $8,363-29.5% | $4,027+46.5% |
| Admin fee / account holder | $5,976 | $7,719-22.6% | $11,616-48.6% | $5,403+10.6% |