Filed March 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,121 | $72,404+252.4% | $110,238+131.4% | $64,186+297.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.12% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,802 | $2,282+154.3% | $3,826+51.6% | $2,381+143.7% |
| Participant deferral / active EE | $4,095 | $3,469+18.0% | $4,672-12.4% | $3,470+18.0% |
| Admin fee / account holder | $4,145 | $5,664-26.8% | $8,547-51.5% | $4,888-15.2% |