Filed October 10, 2016 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,344 | $137,414-49.5% | $189,513-63.4% | $85,850-19.2% |
| Participation rate | 78.9% | 84.6%-5.7pp | 87.8%-8.9pp | 69.3%+9.6pp |
| Annual return | 319.74% | 38.14%+281.6pp | 555.15%-235.4pp | 318.53%+1.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,886 | $6,260-69.9% | $8,221-77.1% | $3,952-52.3% |
| Admin fee / account holder | $1,382 | $8,630-84.0% | $12,045-88.5% | $6,260-77.9% |