Filed August 2, 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.
Participant 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 | $122,380 | $197,591-38.1% | $177,821-31.2% | $158,922-23.0% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 12.12% | 58.76%-46.6pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,646 | $6,697-45.6% | $5,918-38.4% | $4,761-23.4% |
| Participant deferral / active EE | $1,820 | $8,405-78.3% | $7,714-76.4% | $5,982-69.6% |
| Admin fee / account holder | $4,559 | $15,399-70.4% | $12,427-63.3% | $11,246-59.5% |