Filed October 23, 2014
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 | $99,987 | $63,745+56.9% | $98,442+1.6% | $79,386+25.9% |
| Participation rate | 81.6% | 69.9%+11.7pp | 73.3%+8.2pp | 70.7%+10.9pp |
| Annual return | 15.10% | 625.80%-610.7pp | 1492.73%-1477.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $4,951 | $2,557+93.6% | $2,960+67.3% | $2,427+103.9% |
| Participant deferral / active EE | $7,731 | $3,303+134.0% | $4,276+80.8% | $4,046+91.1% |
| Admin fee / account holder | $4,810 | $516+833.0% | $5,949-19.1% | $626+667.8% |