Filed February 5, 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 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 | $233,948 | $88,360+164.8% | $145,433+60.9% | $67,986+244.1% |
| Participation rate | 90.9% | 65.5%+25.4pp | 82.1%+8.8pp | 57.2%+33.7pp |
| Annual return | 16.72% | 63.15%-46.4pp | 66.58%-49.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $5,498 | $3,054+80.0% | $4,554+20.7% | $2,019+172.3% |
| Participant deferral / active EE | $11,112 | $5,932+87.3% | $7,897+40.7% | $3,358+230.9% |
| Admin fee / account holder | $16,272 | $3,313+391.1% | $13,129+23.9% | $3,203+408.0% |