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 | $100,923+131.8% | $150,045+55.9% | $74,304+214.9% |
| Participation rate | 90.9% | 70.1%+20.8pp | 82.3%+8.6pp | 60.3%+30.6pp |
| Annual return | 16.72% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,498 | $3,463+58.7% | $4,693+17.1% | $2,241+145.3% |
| Participant deferral / active EE | $11,112 | $6,709+65.6% | $7,997+38.9% | $3,767+195.0% |
| Admin fee / account holder | $16,272 | $2,767+488.1% | $13,435+21.1% | $2,969+448.1% |