Filed March 30, 2017 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,915 | $201,272+26.2% | $184,203+37.8% | $145,922+74.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.10% | 29.00%-21.9pp | 28.81%-21.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $5,067 | $7,022-27.8% | $6,427-21.2% | $4,660+8.7% |
| Participant deferral / active EE | $7,524 | $9,806-23.3% | $9,131-17.6% | $6,688+12.5% |
| Admin fee / account holder | $24,799 | $16,364+51.6% | $13,901+78.4% | $13,397+85.1% |