Filed November 23, 2016 (most recent of 2 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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,541 | $201,259-3.8% | $184,200+5.1% | $145,959+32.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 28.98%-20.3pp | 28.80%-20.1pp | 561.95%-553.2pp |
| Employer contribution / active EE | $5,896 | $7,018-16.0% | $6,424-8.2% | $4,661+26.5% |
| Participant deferral / active EE | $6,255 | $9,806-36.2% | $9,132-31.5% | $6,689-6.5% |
| Admin fee / account holder | $13,299 | $16,372-18.8% | $13,907-4.4% | $13,398-0.7% |