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 | $75,763 | $43,327+74.9% | $59,878+26.5% | $64,186+18.0% |
| Participation rate | 91.4% | 69.2%+22.3pp | 74.7%+16.7pp | 69.6%+21.9pp |
| Annual return | -5.72% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,489 | $2,028+269.2% | $2,722+175.1% | $2,381+214.5% |
| Participant deferral / active EE | $4,853 | $2,546+90.6% | $3,402+42.6% | $3,470+39.9% |
| Admin fee / account holder | $944 | $3,005-68.6% | $3,590-73.7% | $4,888-80.7% |