Filed December 21, 2018
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 8-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 | $48,680 | $48,570+0.2% | $130,648-62.7% | $72,985-33.3% |
| Participation rate | 77.1% | 58.6%+18.5pp | 71.7%+5.3pp | 69.5%+7.6pp |
| Annual return | 45.75% | 38.63%+7.1pp | 1708.96%-1663.2pp | 81.00%-35.3pp |
| Employer contribution / active EE | $1,698 | $1,334+27.3% | $4,092-58.5% | $2,440-30.4% |
| Participant deferral / active EE | $1,140 | $2,384-52.2% | $3,603-68.3% | $3,607-68.4% |
| Admin fee / account holder | $2,849 | $3,549-19.7% | $5,464-47.9% | $5,124-44.4% |