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 | $102,767 | $138,347-25.7% | $184,203-44.2% | $80,856+27.1% |
| Participation rate | 97.6% | 83.9%+13.8pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 11.87% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,608 | $4,850+15.6% | $6,427-12.7% | $2,755+103.6% |
| Participant deferral / active EE | $4,490 | $7,071-36.5% | $9,131-50.8% | $4,296+4.5% |
| Admin fee / account holder | $3,064 | $10,483-70.8% | $13,901-78.0% | $6,918-55.7% |