Filed December 13, 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 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 | $73,766 | $49,227+49.8% | $70,449+4.7% | $79,858-7.6% |
| Participation rate | 96.2% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.6pp |
| Annual return | 6.01% | 30.06%-24.1pp | 109.03%-103.0pp | 31.71%-25.7pp |
| Employer contribution / active EE | $5,112 | $2,099+143.6% | $2,737+86.8% | $2,471+106.9% |
| Participant deferral / active EE | $5,590 | $2,768+102.0% | $3,709+50.7% | $3,740+49.5% |
| Admin fee / account holder | $11,493 | $2,878+299.3% | $3,845+198.9% | $5,306+116.6% |