Filed March 15, 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.
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 | $117,976 | $76,000+55.2% | $154,107-23.4% | $64,186+83.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.87% | 30.32%-21.4pp | 735.12%-726.2pp | 7.63%+1.2pp |
| Employer contribution / active EE | $4,500 | $3,351+34.3% | $5,298-15.1% | $2,381+89.0% |
| Participant deferral / active EE | $4,369 | $3,175+37.6% | $5,081-14.0% | $3,470+25.9% |
| Admin fee / account holder | $70,099 | $5,596+1152.6% | $13,411+422.7% | $4,888+1334.1% |