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.
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.)
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 | $99,971 | $148,978-32.9% | $200,582-50.2% | $84,808+17.9% |
| Participation rate | 89.8% | 84.2%+5.6pp | 86.9%+2.9pp | 68.3%+21.5pp |
| Annual return | 17.55% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,544 | $4,815-67.9% | $6,419-75.9% | $2,631-41.3% |
| Participant deferral / active EE | $5,130 | $7,142-28.2% | $9,331-45.0% | $4,212+21.8% |
| Admin fee / account holder | $2,638 | $13,977-81.1% | $16,305-83.8% | $7,344-64.1% |