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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,230 | $214,378-40.2% | $200,582-36.1% | $142,382-9.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.81% | 46.41%-39.6pp | 42.33%-35.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $3,871 | $6,841-43.4% | $6,419-39.7% | $4,299-10.0% |
| Participant deferral / active EE | $5,955 | $9,865-39.6% | $9,331-36.2% | $6,507-8.5% |
| Admin fee / account holder | $153,849 | $17,692+769.6% | $16,305+843.6% | $12,624+1118.7% |