Filed December 21, 2015 (most recent of 4 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.
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 | $54,756 | $138,347-60.4% | $184,203-70.3% | $80,856-32.3% |
| Participation rate | 95.6% | 83.9%+11.7pp | 86.8%+8.8pp | 67.6%+28.0pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,282 | $4,850-53.0% | $6,427-64.5% | $2,755-17.2% |
| Participant deferral / active EE | $5,265 | $7,071-25.5% | $9,131-42.3% | $4,296+22.6% |
| Admin fee / account holder | $2,727 | $10,483-74.0% | $13,901-80.4% | $6,918-60.6% |