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 | $177,937 | $45,073+294.8% | $69,455+156.2% | $72,985+143.8% |
| Participation rate | 89.3% | 68.5%+20.8pp | 74.6%+14.7pp | 69.5%+19.8pp |
| Annual return | 23.66% | 22.65%+1.0pp | 28.97%-5.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $5,779 | $2,054+181.4% | $2,779+107.9% | $2,440+136.9% |
| Participant deferral / active EE | $6,757 | $2,602+159.7% | $3,535+91.1% | $3,607+87.3% |
| Admin fee / account holder | $3,641 | $3,056+19.2% | $3,839-5.2% | $5,124-28.9% |