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 | $54,687 | $78,422-30.3% | $95,952-43.0% | $79,858-31.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.87% | 19.37%-13.5pp | 91.61%-85.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $379 | $1,945-80.5% | $2,541-85.1% | $2,471-84.6% |
| Participant deferral / active EE | $1,955 | $3,440-43.2% | $4,167-53.1% | $3,740-47.7% |
| Admin fee / account holder | $41,109 | $5,622+631.2% | $6,795+505.0% | $5,306+674.7% |