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 | $128,926 | $73,867+74.5% | $143,757-10.3% | $68,494+88.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.79% | 1.01%-12.8pp | -0.04%-11.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $4,291 | $3,184+34.8% | $4,951-13.3% | $2,596+65.3% |
| Participant deferral / active EE | $4,604 | $3,384+36.0% | $5,637-18.3% | $4,027+14.3% |
| Admin fee / account holder | $6,998 | $5,755+21.6% | $14,673-52.3% | $5,403+29.5% |