Filed January 17, 2017 (most recent of 3 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.
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 | $29,353 | $83,427-64.8% | $115,756-74.6% | $68,494-57.1% |
| Participation rate | 98.7% | 71.9%+26.8pp | 77.1%+21.7pp | 67.9%+30.8pp |
| Annual return | 8.60% | -10.95%+19.5pp | 143.14%-134.5pp | -7.84%+16.4pp |
| Employer contribution / active EE | $6,992 | $3,075+127.4% | $3,793+84.4% | $2,596+169.3% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $520 | $5,708-90.9% | $8,124-93.6% | $5,403-90.4% |