Filed August 29, 2018
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,577 | $121,341+21.6% | $189,513-22.1% | $79,386+85.9% |
| Participation rate | 72.2% | 86.1%-13.9pp | 87.8%-15.6pp | 70.7%+1.5pp |
| Annual return | 7.04% | 21.08%-14.0pp | 555.15%-548.1pp | 116.85%-109.8pp |
| Employer contribution / active EE | $3,121 | $3,915-20.3% | $6,162-49.3% | $2,427+28.6% |
| Participant deferral / active EE | $5,049 | $6,395-21.1% | $8,221-38.6% | $4,046+24.8% |
| Admin fee / account holder | $3,363 | $651+416.3% | $12,045-72.1% | $626+436.8% |