Filed December 18, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,157 | $64,119+50.0% | $112,228-14.3% | $66,914+43.7% |
| Participation rate | 86.5% | 68.5%+18.1pp | 75.1%+11.5pp | 69.8%+16.7pp |
| Annual return | -19.58% | -13.81%-5.8pp | 27.45%-47.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,365 | $3,005-21.3% | $3,635-34.9% | $2,544-7.0% |
| Participant deferral / active EE | $8,584 | $3,693+132.4% | $4,728+81.6% | $4,237+102.6% |
| Admin fee / account holder | $3,368 | $625+438.7% | $6,410-47.5% | $593+467.7% |