Filed December 19, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,742 | $98,750-40.5% | $149,696-60.8% | $79,858-26.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.49% | 27.43%-22.9pp | 276.60%-272.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $3,652 | $3,216+13.5% | $4,644-21.4% | $2,471+47.8% |
| Participant deferral / active EE | $9,008 | $5,680+58.6% | $6,842+31.7% | $3,740+140.9% |
| Admin fee / account holder | $10,185 | $6,053+68.3% | $9,309+9.4% | $5,306+91.9% |