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 | $138,294 | $43,327+219.2% | $59,878+131.0% | $64,186+115.5% |
| Participation rate | 91.2% | 69.2%+22.1pp | 74.7%+16.5pp | 69.6%+21.7pp |
| Annual return | -5.99% | -1.55%-4.4pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,681 | $2,028+180.0% | $2,722+108.7% | $2,381+138.6% |
| Participant deferral / active EE | $6,302 | $2,546+147.5% | $3,402+85.3% | $3,470+81.6% |
| Admin fee / account holder | $1,671 | $3,005-44.4% | $3,590-53.4% | $4,888-65.8% |