Filed February 21, 2017 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,027 | $153,772-35.6% | $133,980-26.1% | $273,961-63.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 5.94% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,074 | $6,029-32.4% | $5,211-21.8% | $4,869-16.3% |
| Participant deferral / active EE | $2,037 | $6,958-70.7% | $6,282-67.6% | $5,287-61.5% |
| Admin fee / account holder | $29,491 | $11,765+150.7% | $9,324+216.3% | $10,132+191.1% |