Filed January 15, 2016 (most recent of 4 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 | $53,968 | $87,841-38.6% | $133,980-59.7% | $62,891-14.2% |
| Participation rate | 82.1% | 83.4%-1.3pp | 87.1%-5.0pp | 69.3%+12.7pp |
| Annual return | 9.57% | 12.05%-2.5pp | 29.30%-19.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $6,969 | $3,483+100.1% | $5,211+33.7% | $2,281+205.5% |
| Participant deferral / active EE | $10,454 | $4,812+117.2% | $6,282+66.4% | $3,203+226.4% |
| Admin fee / account holder | $8,927 | $5,371+66.2% | $9,324-4.3% | $4,296+107.8% |