Filed February 16, 2017 (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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,183 | $71,883-55.2% | $86,677-62.9% | $68,494-53.0% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -6.94% | 3.52%-10.5pp | 35.91%-42.8pp | -7.84%+0.9pp |
| Employer contribution / active EE | $264 | $2,173-87.9% | $2,836-90.7% | $2,596-89.8% |
| Participant deferral / active EE | $1,053 | $3,779-72.1% | $4,656-77.4% | $4,027-73.9% |
| Admin fee / account holder | $5,639 | $6,112-7.7% | $7,493-24.7% | $5,403+4.4% |