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 | $56,494 | $110,094-48.7% | $151,611-62.7% | $68,494-17.5% |
| Participation rate | 79.5% | 84.0%-4.5pp | 87.5%-8.0pp | 67.9%+11.6pp |
| Annual return | 20.71% | -10.12%+30.8pp | 3.33%+17.4pp | -7.84%+28.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,012 | $6,527-69.2% | $8,363-75.9% | $4,027-50.0% |
| Admin fee / account holder | $498 | $7,719-93.6% | $11,616-95.7% | $5,403-90.8% |