Filed June 26, 2018
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 | $113,919 | $54,350+109.6% | $82,719+37.7% | $68,494+66.3% |
| Participation rate | 78.0% | 63.9%+14.1pp | 72.6%+5.5pp | 67.9%+10.1pp |
| Annual return | -14.85% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,029 | $2,218+81.7% | $3,009+33.9% | $2,596+55.2% |
| Participant deferral / active EE | $9,636 | $3,246+196.9% | $4,395+119.3% | $4,027+139.3% |
| Admin fee / account holder | $7,606 | $4,395+73.0% | $5,329+42.7% | $5,403+40.8% |