Filed August 18, 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 | $103,640 | $89,753+15.5% | $107,525-3.6% | $84,808+22.2% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.9pp |
| Annual return | 16.09% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,999 | $3,113+124.8% | $3,754+86.5% | $2,631+166.0% |
| Participant deferral / active EE | $7,930 | $4,056+95.5% | $5,116+55.0% | $4,212+88.3% |
| Admin fee / account holder | $2,602 | $7,222-64.0% | $8,919-70.8% | $7,344-64.6% |