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 | $124,781 | $91,190+36.8% | $178,490-30.1% | $79,858+56.3% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 10.10% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,157 | $3,256-33.8% | $5,011-57.0% | $2,471-12.7% |
| Participant deferral / active EE | $3,801 | $3,236+17.4% | $5,202-26.9% | $3,740+1.6% |
| Admin fee / account holder | $5,046 | $6,751-25.3% | $13,984-63.9% | $5,306-4.9% |