Filed May 26, 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 | $77,138 | $81,248-5.1% | $155,509-50.4% | $80,856-4.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 28.62% | 33.31%-4.7pp | 64.67%-36.0pp | 35.59%-7.0pp |
| Employer contribution / active EE | $2,465 | $3,100-20.5% | $4,672-47.2% | $2,755-10.5% |
| Participant deferral / active EE | $3,390 | $3,452-1.8% | $5,626-39.8% | $4,296-21.1% |
| Admin fee / account holder | $1,048 | $7,997-86.9% | $15,912-93.4% | $6,918-84.9% |