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.
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 | $104,416 | $148,978-29.9% | $200,582-47.9% | $84,808+23.1% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 16.19% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $6,897 | $4,815+43.2% | $6,419+7.4% | $2,631+162.1% |
| Participant deferral / active EE | $7,734 | $7,142+8.3% | $9,331-17.1% | $4,212+83.6% |
| Admin fee / account holder | $7,577 | $13,977-45.8% | $16,305-53.5% | $7,344+3.2% |