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 | $102,129 | $183,963-44.5% | $162,163-37.0% | $152,861-33.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.15% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,915 | $6,371-22.9% | $5,614-12.4% | $4,762+3.2% |
| Participant deferral / active EE | $2,453 | $8,034-69.5% | $7,298-66.4% | $5,850-58.1% |
| Admin fee / account holder | $4,731 | $13,121-63.9% | $10,843-56.4% | $11,596-59.2% |