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.)
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 | $69,218 | $125,758-45.0% | $169,993-59.3% | $75,163-7.9% |
| Participation rate | 92.8% | 83.6%+9.2pp | 87.0%+5.8pp | 67.2%+25.6pp |
| Annual return | 7.45% | 27.20%-19.7pp | 53.37%-45.9pp | 160.62%-153.2pp |
| Employer contribution / active EE | $2,288 | $4,615-50.4% | $6,785-66.3% | $2,670-14.3% |
| Participant deferral / active EE | $3,104 | $6,837-54.6% | $10,408-70.2% | $4,125-24.8% |
| Admin fee / account holder | $1,273 | $8,173-84.4% | $12,815-90.1% | $5,651-77.5% |