Filed June 26, 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.
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 | $45,845 | $137,414-66.6% | $189,513-75.8% | $85,850-46.6% |
| Participation rate | 70.6% | 84.6%-14.0pp | 87.8%-17.2pp | 69.3%+1.3pp |
| Annual return | 17.04% | 38.14%-21.1pp | 555.15%-538.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $543 | $4,344-87.5% | $6,162-91.2% | $2,565-78.8% |
| Participant deferral / active EE | $1,687 | $6,260-73.1% | $8,221-79.5% | $3,952-57.3% |
| Admin fee / account holder | $552 | $8,630-93.6% | $12,045-95.4% | $6,260-91.2% |