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 | $183,726 | $110,094+66.9% | $151,611+21.2% | $68,494+168.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 87.5%+8.0pp | 67.9%+27.6pp |
| Annual return | -16.84% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $20,645 | $4,471+361.8% | $6,166+234.8% | $2,596+695.2% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $457 | $7,719-94.1% | $11,616-96.1% | $5,403-91.5% |