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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,521 | $110,094-50.5% | $151,611-64.0% | $68,494-20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.50% | -10.12%+1.6pp | 3.33%-11.8pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,178 | $4,471-73.7% | $6,166-80.9% | $2,596-54.6% |
| Participant deferral / active EE | $6,603 | $6,527+1.2% | $8,363-21.0% | $4,027+64.0% |
| Admin fee / account holder | $32,367 | $7,719+319.3% | $11,616+178.6% | $5,403+499.1% |