Filed November 8, 2017 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,762 | $82,032-25.9% | $123,104-50.6% | $59,632+1.9% |
| Participation rate | 75.8% | 83.2%-7.4pp | 86.8%-11.0pp | 68.7%+7.1pp |
| Annual return | -1.60% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $824 | $3,297-75.0% | $5,151-84.0% | $2,203-62.6% |
| Participant deferral / active EE | $2,129 | $4,667-54.4% | $6,230-65.8% | $3,192-33.3% |
| Admin fee / account holder | $12,355 | $5,881+110.1% | $9,015+37.1% | $4,297+187.5% |