Filed May 19, 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.)
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 | $27,646 | $65,365-57.7% | $92,893-70.2% | $72,985-62.1% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.0%+13.5pp | 69.5%+20.0pp |
| Annual return | 16.88% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,896 | $2,594+11.6% | $3,653-20.7% | $2,440+18.7% |
| Participant deferral / active EE | $3,221 | $3,128+3.0% | $4,236-24.0% | $3,607-10.7% |
| Admin fee / account holder | $11,696 | $4,251+175.1% | $5,794+101.9% | $5,124+128.2% |