Filed February 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 | $165,940 | $93,571+77.3% | $135,903+22.1% | $75,163+120.8% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 24.43% | 30.90%-6.5pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,394 | $3,537-4.0% | $4,856-30.1% | $2,670+27.1% |
| Participant deferral / active EE | $10,226 | $6,404+59.7% | $7,758+31.8% | $4,125+147.9% |
| Admin fee / account holder | $4,357 | $6,975-37.5% | $10,762-59.5% | $5,651-22.9% |