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 | $141,403 | $91,190+55.1% | $178,490-20.8% | $79,858+77.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.32% | 24.19%-13.9pp | 151.07%-140.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $6,053 | $3,256+85.9% | $5,011+20.8% | $2,471+145.0% |
| Participant deferral / active EE | $4,842 | $3,236+49.6% | $5,202-6.9% | $3,740+29.5% |
| Admin fee / account holder | $66,618 | $6,751+886.8% | $13,984+376.4% | $5,306+1155.5% |