Filed May 22, 2015
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 | $66,791 | $125,758-46.9% | $169,993-60.7% | $75,163-11.1% |
| Participation rate | 93.8% | 83.6%+10.3pp | 87.0%+6.8pp | 67.2%+26.7pp |
| Annual return | 21.37% | 27.20%-5.8pp | 53.37%-32.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $5,536 | $4,615+20.0% | $6,785-18.4% | $2,670+107.4% |
| Participant deferral / active EE | $5,565 | $6,837-18.6% | $10,408-46.5% | $4,125+34.9% |
| Admin fee / account holder | $4,500 | $8,173-44.9% | $12,815-64.9% | $5,651-20.4% |