Filed July 8, 2016 (most recent of 6 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 | $118,825 | $63,924+85.9% | $108,579+9.4% | $55,167+115.4% |
| Participation rate | 83.9% | 74.3%+9.6pp | 79.6%+4.4pp | 69.0%+14.9pp |
| Annual return | 65.88% | 15.31%+50.6pp | -51.70%+117.6pp | 169.23%-103.3pp |
| Employer contribution / active EE | $3,121 | $1,879+66.1% | $3,758-17.0% | $1,963+59.0% |
| Participant deferral / active EE | $6,182 | $3,067+101.6% | $4,311+43.4% | $3,054+102.4% |
| Admin fee / account holder | $3,310 | $618+436.0% | $7,645-56.7% | $504+557.0% |