Filed November 3, 2015 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,809 | $86,286+247.5% | $111,297+169.4% | $85,850+249.2% |
| Participation rate | 83.7% | 73.3%+10.4pp | 77.3%+6.4pp | 69.3%+14.4pp |
| Annual return | 15.44% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,448 | $2,043+19.8% | $2,731-10.4% | $2,565-4.6% |
| Participant deferral / active EE | $6,756 | $3,641+85.6% | $4,487+50.6% | $3,952+71.0% |
| Admin fee / account holder | $8,731 | $8,188+6.6% | $7,964+9.6% | $6,260+39.5% |