Filed August 7, 2015
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 | $80,949 | $123,793-34.6% | $177,821-54.5% | $79,858+1.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.75% | 22.82%-11.1pp | 48.32%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $5,609 | $4,095+37.0% | $5,918-5.2% | $2,471+127.0% |
| Participant deferral / active EE | $3,284 | $5,956-44.9% | $7,714-57.4% | $3,740-12.2% |
| Admin fee / account holder | $1,114 | $7,243-84.6% | $12,427-91.0% | $5,306-79.0% |