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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,820 | $148,978+199.9% | $200,582+122.8% | $84,808+426.9% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 21.53% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,536 | $4,815-26.6% | $6,419-44.9% | $2,631+34.4% |
| Participant deferral / active EE | $13,790 | $7,142+93.1% | $9,331+47.8% | $4,212+227.4% |
| Admin fee / account holder | $15,283 | $13,977+9.3% | $16,305-6.3% | $7,344+108.1% |