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 | $102,274 | $42,894+138.4% | $60,874+68.0% | $68,494+49.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -16.03% | -13.98%-2.1pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $8,082 | $1,978+308.6% | $2,701+199.2% | $2,596+211.3% |
| Participant deferral / active EE | $6,389 | $2,867+122.9% | $3,817+67.4% | $4,027+58.6% |
| Admin fee / account holder | $1,434 | $3,101-53.8% | $3,224-55.5% | $5,403-73.5% |