Filed December 8, 2016 (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 | $29,524 | $89,355-67.0% | $141,162-79.1% | $72,985-59.5% |
| Participation rate | 87.7% | 75.1%+12.5pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 26.25% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,236 | $3,114-28.2% | $4,735-52.8% | $2,440-8.3% |
| Participant deferral / active EE | $5,008 | $5,418-7.6% | $6,709-25.4% | $3,607+38.8% |
| Admin fee / account holder | $1,836 | $5,958-69.2% | $10,261-82.1% | $5,124-64.2% |