Filed July 17, 2017 (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 | $129,024 | $138,347-6.7% | $184,203-30.0% | $80,856+59.6% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.6%+16.5pp |
| Annual return | 14.85% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $8,985 | $4,850+85.2% | $6,427+39.8% | $2,755+226.2% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,273 | $10,483-40.2% | $13,901-54.9% | $6,918-9.3% |