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 | $70,243 | $39,122+79.5% | $57,179+22.8% | $62,891+11.7% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 7.09% | 9.23%-2.1pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,072 | $1,874+117.3% | $2,682+51.8% | $2,281+78.5% |
| Participant deferral / active EE | $3,797 | $2,374+60.0% | $3,096+22.7% | $3,203+18.6% |
| Admin fee / account holder | $1,253 | $2,592-51.6% | $3,139-60.1% | $4,296-70.8% |