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 | $240,273 | $125,758+91.1% | $169,993+41.3% | $75,163+219.7% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 17.54% | 27.20%-9.7pp | 53.37%-35.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $24,344 | $4,615+427.5% | $6,785+258.8% | $2,670+811.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,732 | $8,173-42.1% | $12,815-63.1% | $5,651-16.3% |