Filed August 12, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,840 | $87,841-4.6% | $133,980-37.4% | $62,891+33.3% |
| Participation rate | 83.7% | 83.4%+0.3pp | 87.1%-3.4pp | 69.3%+14.4pp |
| Annual return | 28.83% | 12.05%+16.8pp | 29.30%-0.5pp | 20.14%+8.7pp |
| Employer contribution / active EE | $1,255 | $3,483-64.0% | $5,211-75.9% | $2,281-45.0% |
| Participant deferral / active EE | $2,429 | $4,812-49.5% | $6,282-61.3% | $3,203-24.2% |
| Admin fee / account holder | $6,310 | $5,371+17.5% | $9,324-32.3% | $4,296+46.9% |