Filed December 31, 2018
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.)
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 | $32,439 | $89,753-63.9% | $107,525-69.8% | $84,808-61.7% |
| Participation rate | 95.6% | 68.1%+27.5pp | 75.1%+20.5pp | 68.3%+27.3pp |
| Annual return | 12.80% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,245 | $3,113-27.9% | $3,754-40.2% | $2,631-14.7% |
| Participant deferral / active EE | $4,567 | $4,056+12.6% | $5,116-10.7% | $4,212+8.4% |
| Admin fee / account holder | $2,547 | $7,222-64.7% | $8,919-71.4% | $7,344-65.3% |