Filed July 27, 2016 (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 | $42,974 | $45,152-4.8% | $73,843-41.8% | $59,632-27.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.03% | 27.40%-25.4pp | 2267.84%-2265.8pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,054 | $1,902-44.6% | $2,787-62.2% | $2,203-52.1% |
| Participant deferral / active EE | $4,165 | $2,574+61.8% | $3,583+16.2% | $3,192+30.5% |
| Admin fee / account holder | $4,630 | $3,516+31.7% | $4,880-5.1% | $4,297+7.7% |