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 | $201,540 | $85,202+136.5% | $172,739+16.7% | $72,985+176.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.97% | 27.32%-8.3pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,735 | $3,324+72.5% | $5,143+11.5% | $2,440+135.1% |
| Participant deferral / active EE | $6,380 | $3,260+95.7% | $5,198+22.7% | $3,607+76.8% |
| Admin fee / account holder | $6,654 | $5,884+13.1% | $13,954-52.3% | $5,124+29.9% |