Filed May 25, 2018 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,038 | $92,703+29.5% | $82,719+45.1% | $134,475-10.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.05% | 944.92%-954.0pp | 701.18%-710.2pp | 417.96%-427.0pp |
| Employer contribution / active EE | $4,809 | $3,274+46.9% | $3,009+59.8% | $4,740+1.5% |
| Participant deferral / active EE | $10,999 | $4,802+129.1% | $4,395+150.3% | $6,400+71.9% |
| Admin fee / account holder | $1,540 | $5,983-74.3% | $5,329-71.1% | $11,426-86.5% |