Filed June 28, 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 3-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,162 | $146,267+33.4% | $197,124-1.0% | $82,448+136.7% |
| Participation rate | 95.1% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 14.58% | 29.61%-15.0pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,716 | $4,723-21.3% | $6,227-40.3% | $2,551+45.7% |
| Participant deferral / active EE | $6,761 | $7,035-3.9% | $9,135-26.0% | $4,139+63.3% |
| Admin fee / account holder | $2,849 | $14,422-80.2% | $16,298-82.5% | $7,234-60.6% |