Filed November 4, 2016 (most recent of 2 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 | $54,488 | $66,098-17.6% | $101,794-46.5% | $74,304-26.7% |
| Participation rate | 75.9% | 53.8%+22.2pp | 69.2%+6.8pp | 60.3%+15.6pp |
| Annual return | 18.80% | 19.59%-0.8pp | 30.53%-11.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,726 | $1,082+59.6% | $2,289-24.6% | $2,241-23.0% |
| Participant deferral / active EE | $2,294 | $2,781-17.5% | $4,084-43.8% | $3,767-39.1% |
| Admin fee / account holder | $5,274 | $4,146+27.2% | $8,777-39.9% | $2,969+77.6% |