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 | $97,813 | $49,227+98.7% | $70,449+38.8% | $79,858+22.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.00% | 30.06%-17.1pp | 109.03%-96.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $7,900 | $2,099+276.4% | $2,737+188.7% | $2,471+219.8% |
| Participant deferral / active EE | $6,449 | $2,768+133.0% | $3,709+73.9% | $3,740+72.4% |
| Admin fee / account holder | $10,707 | $2,878+272.0% | $3,845+178.4% | $5,306+101.8% |