Filed August 29, 2018 (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 6-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.
Employer 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 | $37,422 | $110,094-66.0% | $151,611-75.3% | $68,494-45.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.64% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,250 | $4,471-72.0% | $6,166-79.7% | $2,596-51.9% |
| Participant deferral / active EE | $1,934 | $6,527-70.4% | $8,363-76.9% | $4,027-52.0% |
| Admin fee / account holder | $9,646 | $7,719+25.0% | $11,616-17.0% | $5,403+78.5% |