Filed April 2, 2019
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 | $48,808 | $58,655-16.8% | $91,989-46.9% | $65,185-25.1% |
| Participation rate | 96.4% | 75.3%+21.2pp | 78.6%+17.8pp | 70.2%+26.2pp |
| Annual return | 24.51% | 33.92%-9.4pp | 69.02%-44.5pp | 29.38%-4.9pp |
| Employer contribution / active EE | $3,694 | $2,080+77.6% | $3,452+7.0% | $2,177+69.7% |
| Participant deferral / active EE | $6,583 | $5,474+20.2% | $5,923+11.1% | $3,514+87.3% |
| Admin fee / account holder | $7,175 | $434+1552.4% | $7,743-7.3% | $847+747.0% |