Filed August 10, 2015 (most recent of 2 filings on file)
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 | $131,424 | $81,900+60.5% | $119,609+9.9% | $68,494+91.9% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.5pp | 67.9%+26.8pp |
| Annual return | -6.23% | -23.82%+17.6pp | -14.97%+8.7pp | -7.84%+1.6pp |
| Employer contribution / active EE | $2,715 | $2,693+0.8% | $4,232-35.9% | $2,596+4.6% |
| Participant deferral / active EE | $7,771 | $4,148+87.4% | $5,602+38.7% | $4,027+93.0% |
| Admin fee / account holder | $4,184 | $6,582-36.4% | $10,323-59.5% | $5,403-22.6% |