Filed November 9, 2016 (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 6-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 | $7,313 | $80,968-91.0% | $96,544-92.4% | $75,163-90.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.01% | 27.06%-12.1pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,313 | $2,282-42.4% | $2,965-55.7% | $2,670-50.8% |
| Participant deferral / active EE | $1,517 | $3,928-61.4% | $4,851-68.7% | $4,125-63.2% |
| Admin fee / account holder | $463 | $6,724-93.1% | $8,252-94.4% | $5,651-91.8% |