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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,696 | $80,968+264.0% | $96,544+205.2% | $75,163+292.1% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 9.89% | 27.06%-17.2pp | 25.84%-16.0pp | 160.62%-150.7pp |
| Employer contribution / active EE | $4,521 | $2,282+98.1% | $2,965+52.5% | $2,670+69.3% |
| Participant deferral / active EE | $10,721 | $3,928+172.9% | $4,851+121.0% | $4,125+159.9% |
| Admin fee / account holder | $17,278 | $6,724+156.9% | $8,252+109.4% | $5,651+205.8% |