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 | $157,030 | $81,248+93.3% | $155,509+1.0% | $80,856+94.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.22% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,643 | $3,100+49.8% | $4,672-0.6% | $2,755+68.6% |
| Participant deferral / active EE | $5,395 | $3,452+56.3% | $5,626-4.1% | $4,296+25.6% |
| Admin fee / account holder | $1,445 | $7,997-81.9% | $15,912-90.9% | $6,918-79.1% |