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 | $294,237 | $81,900+259.3% | $119,609+146.0% | $68,494+329.6% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -16.40% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,490 | $2,693+103.8% | $4,232+29.7% | $2,596+111.5% |
| Participant deferral / active EE | $6,238 | $4,148+50.4% | $5,602+11.3% | $4,027+54.9% |
| Admin fee / account holder | $20,934 | $6,582+218.1% | $10,323+102.8% | $5,403+287.5% |