Filed April 13, 2015 (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.
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 | $78,846 | $214,378-63.2% | $200,582-60.7% | $142,382-44.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 11.53% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,054 | $6,841-70.0% | $6,419-68.0% | $4,299-52.2% |
| Participant deferral / active EE | $3,764 | $9,865-61.8% | $9,331-59.7% | $6,507-42.1% |
| Admin fee / account holder | $40,849 | $17,692+130.9% | $16,305+150.5% | $12,624+223.6% |