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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,964 | $72,492+14.4% | $87,100-4.7% | $72,985+13.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.31% | 24.46%-13.1pp | 28.19%-16.9pp | 81.00%-69.7pp |
| Employer contribution / active EE | $454 | $1,894-76.1% | $2,521-82.0% | $2,440-81.4% |
| Participant deferral / active EE | $2,986 | $3,270-8.7% | $4,049-26.3% | $3,607-17.2% |
| Admin fee / account holder | $18,251 | $5,055+261.1% | $7,497+143.5% | $5,124+256.2% |