Filed December 14, 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 8-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 | $41,932 | $94,529-55.6% | $140,016-70.1% | $64,186-34.7% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | -5.28% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,422 | $3,812-36.5% | $5,606-56.8% | $2,381+1.7% |
| Participant deferral / active EE | $3,963 | $5,250-24.5% | $6,927-42.8% | $3,470+14.2% |
| Admin fee / account holder | $8,867 | $6,741+31.5% | $10,705-17.2% | $4,888+81.4% |