Filed June 16, 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 | $172,087 | $76,000+126.4% | $154,107+11.7% | $64,186+168.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.73% | 30.32%-34.0pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,784 | $3,351+102.5% | $5,298+28.1% | $2,381+184.9% |
| Participant deferral / active EE | $4,703 | $3,175+48.1% | $5,081-7.4% | $3,470+35.5% |
| Admin fee / account holder | $32,208 | $5,596+475.5% | $13,411+140.2% | $4,888+558.9% |