Filed August 27, 2018 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,892 | $64,119-47.1% | $112,228-69.8% | $66,914-49.4% |
| Participation rate | 91.0% | 68.5%+22.5pp | 75.1%+15.9pp | 69.8%+21.2pp |
| Annual return | -19.04% | -13.81%-5.2pp | 27.45%-46.5pp | 1.58%-20.6pp |
| Employer contribution / active EE | $3,026 | $3,005+0.7% | $3,635-16.7% | $2,544+18.9% |
| Participant deferral / active EE | $4,412 | $3,693+19.5% | $4,728-6.7% | $4,237+4.1% |
| Admin fee / account holder | $1,248 | $625+99.5% | $6,410-80.5% | $593+110.3% |