Filed May 10, 2018 (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 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 | $39,319 | $91,190-56.9% | $178,490-78.0% | $79,858-50.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.51% | 24.19%-3.7pp | 151.07%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,459 | $3,256-55.2% | $5,011-70.9% | $2,471-41.0% |
| Participant deferral / active EE | $3,554 | $3,236+9.8% | $5,202-31.7% | $3,740-5.0% |
| Admin fee / account holder | $1,609 | $6,751-76.2% | $13,984-88.5% | $5,306-69.7% |