Filed November 29, 2016
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 | $46,646 | $100,041-53.4% | $149,718-68.8% | $70,131-33.5% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 13.49% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $8,493 | $3,662+131.9% | $5,445+56.0% | $2,342+262.6% |
| Participant deferral / active EE | $5,392 | $4,983+8.2% | $6,569-17.9% | $3,332+61.8% |
| Admin fee / account holder | $16,928 | $8,286+104.3% | $11,283+50.0% | $4,645+264.4% |