Filed December 17, 2014 (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 | $156,781 | $109,359+43.4% | $162,163-3.3% | $72,985+114.8% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 22.08% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $15,638 | $3,907+300.2% | $5,614+178.6% | $2,440+541.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $15,059 | $7,972+88.9% | $10,843+38.9% | $5,124+193.9% |