Filed December 15, 2015
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,847 | $206,359-43.4% | $123,544-5.4% | - |
| Participation rate | 93.9% | 72.1%+21.8pp | 82.3%+11.6pp | - |
| Annual return | -5.45% | -5.77%+0.3pp | 119.20%-124.6pp | - |
| Employer contribution / active EE | $3,436 | $2,538+35.4% | $4,628-25.8% | - |
| Participant deferral / active EE | $9,765 | $5,785+68.8% | $6,426+52.0% | - |
| Admin fee / account holder | $2,080 | $21,386-90.3% | $9,284-77.6% | - |