Filed February 16, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,918 | $56,199+81.4% | $67,652+50.7% | $59,632+70.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.63% | 18505.31%-18504.7pp | 6625.04%-6624.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $504 | $1,614-68.8% | $2,266-77.8% | $2,203-77.1% |
| Participant deferral / active EE | $4,258 | $2,844+49.7% | $3,560+19.6% | $3,192+33.4% |
| Admin fee / account holder | $17,192 | $3,958+334.3% | $4,821+256.6% | $4,297+300.1% |