Filed January 3, 2017 (most recent of 4 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 | $34,881 | $110,094-68.3% | $151,611-77.0% | $68,494-49.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -17.22% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,254 | $4,471-71.9% | $6,166-79.7% | $2,596-51.7% |
| Participant deferral / active EE | $1,848 | $6,527-71.7% | $8,363-77.9% | $4,027-54.1% |
| Admin fee / account holder | $1,112 | $7,719-85.6% | $11,616-90.4% | $5,403-79.4% |