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 | $88,178 | $45,073+95.6% | $69,455+27.0% | $72,985+20.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.6%+22.8pp | 69.5%+27.9pp |
| Annual return | 17.99% | 22.65%-4.7pp | 28.97%-11.0pp | 81.00%-63.0pp |
| Employer contribution / active EE | $7,124 | $2,054+246.8% | $2,779+156.4% | $2,440+192.0% |
| Participant deferral / active EE | $4,773 | $2,602+83.5% | $3,535+35.0% | $3,607+32.3% |
| Admin fee / account holder | $5,049 | $3,056+65.2% | $3,839+31.5% | $5,124-1.5% |