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 | $135,926 | $42,894+216.9% | $60,874+123.3% | $68,494+98.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 73.1%+25.2pp | 67.9%+30.4pp |
| Annual return | -15.40% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,027 | $1,978+204.7% | $2,701+123.1% | $2,596+132.1% |
| Participant deferral / active EE | $8,036 | $2,867+180.3% | $3,817+110.5% | $4,027+99.5% |
| Admin fee / account holder | $51,342 | $3,101+1555.8% | $3,224+1492.4% | $5,403+850.3% |