Filed November 24, 2014 (most recent of 3 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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,545 | $74,888-12.5% | $71,209-8.0% | $142,382-54.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.99% | 345.14%-333.2pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,492 | $2,854+57.4% | $2,721+65.1% | $4,299+4.5% |
| Participant deferral / active EE | $4,372 | $4,454-1.8% | $4,175+4.7% | $6,507-32.8% |
| Admin fee / account holder | $2,957 | $5,568-46.9% | $5,349-44.7% | $12,624-76.6% |