Filed February 8, 2017 (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 | $184,190 | $172,111+7.0% | $150,298+22.5% | $137,256+34.2% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 11.51% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,601 | $4,636-43.9% | $4,154-37.4% | $4,156-37.4% |
| Participant deferral / active EE | $5,468 | $6,166-11.3% | $5,453+0.3% | $6,407-14.7% |
| Admin fee / account holder | $69,957 | $16,471+324.7% | $14,116+395.6% | $12,270+470.1% |