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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,942 | $110,094-63.7% | $151,611-73.7% | $68,494-41.7% |
| Participation rate | 80.6% | 84.0%-3.3pp | 87.5%-6.9pp | 67.9%+12.8pp |
| Annual return | -22.20% | -10.12%-12.1pp | 3.33%-25.5pp | -7.84%-14.4pp |
| Employer contribution / active EE | $975 | $4,471-78.2% | $6,166-84.2% | $2,596-62.5% |
| Participant deferral / active EE | $3,381 | $6,527-48.2% | $8,363-59.6% | $4,027-16.0% |
| Admin fee / account holder | $5,342 | $7,719-30.8% | $11,616-54.0% | $5,403-1.1% |