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 | $53,220 | $46,674+14.0% | $117,472-54.7% | $68,494-22.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | 5.14% | -14.52%+19.7pp | 29.74%-24.6pp | -7.84%+13.0pp |
| Employer contribution / active EE | $1,506 | $1,505+0.1% | $4,176-63.9% | $2,596-42.0% |
| Participant deferral / active EE | $3,154 | $2,636+19.6% | $4,070-22.5% | $4,027-21.7% |
| Admin fee / account holder | $2,612 | $4,020-35.0% | $5,645-53.7% | $5,403-51.7% |