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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,873 | $80,968-64.3% | $96,544-70.1% | $75,163-61.6% |
| Participation rate | 96.6% | 71.8%+24.9pp | 76.0%+20.7pp | 67.2%+29.4pp |
| Annual return | 9.49% | 27.06%-17.6pp | 25.84%-16.4pp | 160.62%-151.1pp |
| Employer contribution / active EE | $292 | $2,282-87.2% | $2,965-90.2% | $2,670-89.1% |
| Participant deferral / active EE | $1,215 | $3,928-69.1% | $4,851-74.9% | $4,125-70.5% |
| Admin fee / account holder | $4,416 | $6,724-34.3% | $8,252-46.5% | $5,651-21.8% |