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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,534 | $62,586+81.4% | $76,768+47.9% | $64,186+76.9% |
| Participation rate | 73.8% | 72.8%+1.0pp | 77.0%-3.2pp | 69.6%+4.2pp |
| Annual return | -2.00% | -1.95%-0.1pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $364 | $1,832-80.1% | $2,485-85.4% | $2,381-84.7% |
| Participant deferral / active EE | $2,954 | $3,145-6.1% | $3,852-23.3% | $3,470-14.8% |
| Admin fee / account holder | $9,952 | $4,667+113.2% | $6,675+49.1% | $4,888+103.6% |