Filed January 22, 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.
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 | $96,702 | $87,841+10.1% | $133,980-27.8% | $62,891+53.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.72% | 12.05%-3.3pp | 29.30%-20.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,473 | $3,483-29.0% | $5,211-52.5% | $2,281+8.4% |
| Participant deferral / active EE | $2,978 | $4,812-38.1% | $6,282-52.6% | $3,203-7.0% |
| Admin fee / account holder | $3,951 | $5,371-26.4% | $9,324-57.6% | $4,296-8.0% |