Filed January 11, 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.)
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 | $82,857 | $82,664+0.2% | $125,339-33.9% | $68,494+21.0% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -18.72% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,285 | $3,381-2.8% | $4,814-31.8% | $2,596+26.5% |
| Participant deferral / active EE | $7,886 | $6,110+29.1% | $7,446+5.9% | $4,027+95.8% |
| Admin fee / account holder | $8,716 | $6,275+38.9% | $10,010-12.9% | $5,403+61.3% |