Filed January 31, 2017 (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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,496 | $110,257+102.7% | $96,544+131.5% | $139,434+60.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.87% | 26.32%-11.4pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,246 | $3,620-10.3% | $2,965+9.5% | $4,751-31.7% |
| Participant deferral / active EE | $15,175 | $5,548+173.5% | $4,851+212.8% | $6,710+126.1% |
| Admin fee / account holder | $40,160 | $11,591+246.5% | $8,252+386.6% | $11,403+252.2% |