Filed February 12, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,573 | $148,978-66.1% | $200,582-74.8% | $84,808-40.4% |
| Participation rate | 97.6% | 84.2%+13.3pp | 86.9%+10.7pp | 68.3%+29.2pp |
| Annual return | 19.78% | 28.16%-8.4pp | 42.33%-22.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,736 | $4,815-22.4% | $6,419-41.8% | $2,631+42.0% |
| Participant deferral / active EE | $5,186 | $7,142-27.4% | $9,331-44.4% | $4,212+23.1% |
| Admin fee / account holder | $11,323 | $13,977-19.0% | $16,305-30.6% | $7,344+54.2% |