Filed December 28, 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 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,497 | $115,708-2.8% | $65,255+72.4% | $139,434-19.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 5.05% | 31.19%-26.1pp | 47.35%-42.3pp | 372.94%-367.9pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,058,534 | $6,698+30632.3% | $4,112+49963.3% | $11,403+17953.4% |