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 | $147,213 | $45,035+226.9% | $62,995+133.7% | $70,131+109.9% |
| Participation rate | 96.1% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.5pp |
| Annual return | 19.69% | 18.76%+0.9pp | 87.57%-67.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $5,023 | $2,051+144.9% | $2,759+82.1% | $2,342+114.4% |
| Participant deferral / active EE | $6,361 | $2,465+158.1% | $3,329+91.1% | $3,332+90.9% |
| Admin fee / account holder | $5,908 | $2,834+108.4% | $3,600+64.1% | $4,645+27.2% |