Filed May 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,811 | $79,523+16.7% | $140,016-33.7% | $56,287+64.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.91% | 2.39%-9.3pp | 651.12%-658.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,993 | $3,350-10.7% | $5,606-46.6% | $2,111+41.8% |
| Participant deferral / active EE | $7,434 | $5,129+45.0% | $6,927+7.3% | $3,350+121.9% |
| Admin fee / account holder | $2,904 | $614+372.8% | $10,705-72.9% | $521+457.5% |