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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,713 | $153,772-57.9% | $133,980-51.7% | $273,961-76.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 6.19% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,170 | $6,029-80.6% | $5,211-77.6% | $4,869-76.0% |
| Participant deferral / active EE | $2,494 | $6,958-64.2% | $6,282-60.3% | $5,287-52.8% |
| Admin fee / account holder | $3,278 | $11,765-72.1% | $9,324-64.8% | $10,132-67.6% |