Filed November 4, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,301 | $59,805-20.9% | $79,550-40.5% | $68,494-30.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.49% | -12.30%-8.2pp | 0.16%-20.7pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,493 | $1,505+65.6% | $2,413+3.3% | $2,596-4.0% |
| Participant deferral / active EE | $5,000 | $3,024+65.3% | $3,985+25.5% | $4,027+24.1% |
| Admin fee / account holder | $1,099 | $4,835-77.3% | $6,832-83.9% | $5,403-79.7% |