Filed November 11, 2015 (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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,941 | $137,414-42.6% | $189,513-58.3% | $85,850-8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.94% | 38.14%-27.2pp | 555.15%-544.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,022 | $4,344-76.5% | $6,162-83.4% | $2,565-60.1% |
| Participant deferral / active EE | $5,437 | $6,260-13.1% | $8,221-33.9% | $3,952+37.6% |
| Admin fee / account holder | $20,609 | $8,630+138.8% | $12,045+71.1% | $6,260+229.2% |