Filed February 8, 2017
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 | $56,161 | $94,529-40.6% | $140,016-59.9% | $64,186-12.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.89% | 7.77%-6.9pp | 651.12%-650.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $2,008 | $3,812-47.3% | $5,606-64.2% | $2,381-15.6% |
| Participant deferral / active EE | $2,951 | $5,250-43.8% | $6,927-57.4% | $3,470-15.0% |
| Admin fee / account holder | $6,012 | $6,741-10.8% | $10,705-43.8% | $4,888+23.0% |