Filed November 19, 2014 (most recent of 3 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 | $61,525 | $125,758-51.1% | $169,993-63.8% | $75,163-18.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 57.54% | 27.20%+30.3pp | 53.37%+4.2pp | 160.62%-103.1pp |
| Employer contribution / active EE | $5,309 | $4,615+15.0% | $6,785-21.8% | $2,670+98.8% |
| Participant deferral / active EE | $4,908 | $6,837-28.2% | $10,408-52.8% | $4,125+19.0% |
| Admin fee / account holder | $1,503 | $8,173-81.6% | $12,815-88.3% | $5,651-73.4% |