Filed December 12, 2016
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 | $73,796 | $82,664-10.7% | $125,339-41.1% | $68,494+7.7% |
| Participation rate | 90.8% | 75.0%+15.8pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -13.85% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,766 | $3,381-18.2% | $4,814-42.5% | $2,596+6.5% |
| Participant deferral / active EE | $6,931 | $6,110+13.4% | $7,446-6.9% | $4,027+72.1% |
| Admin fee / account holder | $3,418 | $6,275-45.5% | $10,010-65.9% | $5,403-36.7% |