Filed November 4, 2016
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 9-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 | $54,870 | $105,181-47.8% | $159,436-65.6% | $85,850-36.1% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 1.25% | 45.07%-43.8pp | 263.57%-262.3pp | 318.53%-317.3pp |
| Employer contribution / active EE | $3,092 | $3,318-6.8% | $4,829-36.0% | $2,565+20.6% |
| Participant deferral / active EE | $11,179 | $5,945+88.1% | $7,352+52.1% | $3,952+182.9% |
| Admin fee / account holder | $2,973 | $6,933-57.1% | $10,799-72.5% | $6,260-52.5% |