Filed November 7, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,084 | $51,576+68.8% | $129,207-32.6% | $80,856+7.7% |
| Participation rate | 95.8% | 57.0%+38.9pp | 69.6%+26.2pp | 67.6%+28.2pp |
| Annual return | 13.65% | 20.81%-7.2pp | 9417.33%-9403.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,314 | $1,584+46.1% | $4,153-44.3% | $2,755-16.0% |
| Participant deferral / active EE | $4,776 | $2,669+79.0% | $4,168+14.6% | $4,296+11.2% |
| Admin fee / account holder | $3,565 | $4,305-17.2% | $7,715-53.8% | $6,918-48.5% |