Filed December 14, 2016 (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 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 | $50,087 | $109,359-54.2% | $162,163-69.1% | $72,985-31.4% |
| Participation rate | 98.8% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 20.55% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,652 | $3,907-32.1% | $5,614-52.8% | $2,440+8.7% |
| Participant deferral / active EE | $4,556 | $5,481-16.9% | $7,298-37.6% | $3,607+26.3% |
| Admin fee / account holder | $2,992 | $7,972-62.5% | $10,843-72.4% | $5,124-41.6% |