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 | $74,626 | $45,035+65.7% | $62,995+18.5% | $70,131+6.4% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 16.91% | 18.76%-1.8pp | 87.57%-70.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,991 | $2,051+143.3% | $2,759+80.9% | $2,342+113.1% |
| Participant deferral / active EE | $4,354 | $2,465+76.7% | $3,329+30.8% | $3,332+30.7% |
| Admin fee / account holder | $2,960 | $2,834+4.4% | $3,600-17.8% | $4,645-36.3% |