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.
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 | $70,388 | $125,758-44.0% | $169,993-58.6% | $75,163-6.4% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 19.71% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,578 | $4,615-65.8% | $6,785-76.7% | $2,670-40.9% |
| Participant deferral / active EE | $4,570 | $6,837-33.2% | $10,408-56.1% | $4,125+10.8% |
| Admin fee / account holder | $1,830 | $8,173-77.6% | $12,815-85.7% | $5,651-67.6% |