Filed June 8, 2016 (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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,319 | $48,795+191.7% | $65,493+117.3% | $84,808+67.8% |
| Participation rate | 97.7% | 67.0%+30.7pp | 73.1%+24.6pp | 68.3%+29.4pp |
| Annual return | 18.16% | 20.20%-2.0pp | 982.45%-964.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $9,703 | $1,930+402.8% | $2,574+276.9% | $2,631+268.8% |
| Participant deferral / active EE | $6,606 | $2,928+125.6% | $3,961+66.8% | $4,212+56.8% |
| Admin fee / account holder | $11,828 | $3,877+205.1% | $5,028+135.2% | $7,344+61.1% |