Filed December 12, 2018 (most recent of 2 filings on file)
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 9-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 | $116,940 | $91,538+27.7% | $129,995-10.0% | $75,163+55.6% |
| Participation rate | 96.7% | 71.4%+25.3pp | 78.5%+18.3pp | 67.2%+29.5pp |
| Annual return | 16.00% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $15,478 | $2,845+444.0% | $4,320+258.3% | $2,670+479.8% |
| Participant deferral / active EE | $7,425 | $4,341+71.0% | $5,820+27.6% | $4,125+80.0% |
| Admin fee / account holder | $6,750 | $6,790-0.6% | $10,614-36.4% | $5,651+19.5% |