Filed March 2, 2015 (most recent of 3 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.)
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 | $51,413 | $549,947-90.7% | $177,821-71.1% | - |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.7%+3.2pp | - |
| Annual return | 17.87% | 10.27%+7.6pp | 48.32%-30.4pp | - |
| Employer contribution / active EE | $1,421 | $3,110-54.3% | $5,918-76.0% | - |
| Participant deferral / active EE | $4,291 | $4,796-10.5% | $7,714-44.4% | - |
| Admin fee / account holder | $1,978 | $57,220-96.5% | $12,427-84.1% | - |