Filed December 1, 2016 (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 | $49,236 | $45,035+9.3% | $62,995-21.8% | $70,131-29.8% |
| Participation rate | 96.1% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.5pp |
| Annual return | 12.14% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,387 | $2,051+16.4% | $2,759-13.5% | $2,342+1.9% |
| Participant deferral / active EE | $3,213 | $2,465+30.4% | $3,329-3.5% | $3,332-3.6% |
| Admin fee / account holder | $1,935 | $2,834-31.7% | $3,600-46.2% | $4,645-58.3% |