Filed April 15, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,321 | $130,194-75.9% | $169,993-81.6% | $71,457-56.2% |
| Participation rate | 73.0% | 86.1%-13.1pp | 87.0%-14.0pp | 67.9%+5.1pp |
| Annual return | 16.08% | 20.37%-4.3pp | 53.37%-37.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,073 | $4,381-52.7% | $6,785-69.5% | $2,588-19.9% |
| Participant deferral / active EE | $2,134 | $6,923-69.2% | $10,408-79.5% | $4,289-50.2% |
| Admin fee / account holder | $4,765 | $966+393.5% | $12,815-62.8% | $1,587+200.2% |