Filed January 14, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,846 | $39,122+211.5% | $57,179+113.1% | $62,891+93.7% |
| Participation rate | 92.0% | 70.5%+21.5pp | 75.3%+16.7pp | 69.3%+22.7pp |
| Annual return | 7.46% | 9.23%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,344 | $1,874+185.2% | $2,682+99.2% | $2,281+134.3% |
| Participant deferral / active EE | $6,339 | $2,374+167.1% | $3,096+104.8% | $3,203+97.9% |
| Admin fee / account holder | $1,677 | $2,592-35.3% | $3,139-46.6% | $4,296-60.9% |