Filed November 2, 2018
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.
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 | $70,023 | $63,114+10.9% | $92,893-24.6% | $65,185+7.4% |
| Participation rate | 90.4% | 68.8%+21.7pp | 76.0%+14.4pp | 70.2%+20.2pp |
| Annual return | 20.15% | 28.75%-8.6pp | 109.41%-89.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $8,537 | $2,571+232.1% | $3,653+133.7% | $2,177+292.2% |
| Participant deferral / active EE | $1,091 | $3,108-64.9% | $4,236-74.3% | $3,514-69.0% |
| Admin fee / account holder | $7,189 | $624+1052.8% | $5,794+24.1% | $847+748.6% |