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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,156 | $98,982+11.3% | $162,163-32.1% | $65,185+69.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 27.91% | 24.84%+3.1pp | 115.59%-87.7pp | 29.38%-1.5pp |
| Employer contribution / active EE | $3,224 | $3,467-7.0% | $5,614-42.6% | $2,177+48.1% |
| Participant deferral / active EE | $8,013 | $5,384+48.8% | $7,298+9.8% | $3,514+128.0% |
| Admin fee / account holder | $4,595 | $596+670.5% | $10,843-57.6% | $847+442.5% |