Filed June 20, 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.)
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 | $56,430 | $60,776-7.2% | $85,682-34.1% | $79,386-28.9% |
| Participation rate | 90.1% | 62.1%+28.0pp | 69.9%+20.2pp | 70.7%+19.4pp |
| Annual return | 15.47% | 16.57%-1.1pp | 21.49%-6.0pp | 116.85%-101.4pp |
| Employer contribution / active EE | $9,029 | $1,663+442.9% | $2,618+244.8% | $2,427+272.0% |
| Participant deferral / active EE | $4,113 | $2,919+40.9% | $3,923+4.9% | $4,046+1.7% |
| Admin fee / account holder | $1,210 | $438+175.9% | $6,873-82.4% | $626+93.1% |