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 | $43,421 | $48,076-9.7% | $78,689-44.8% | $62,891-31.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.16% | 31.35%-21.2pp | 62.18%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,093 | $2,015-45.7% | $2,851-61.7% | $2,281-52.1% |
| Participant deferral / active EE | $3,693 | $2,588+42.7% | $3,517+5.0% | $3,203+15.3% |
| Admin fee / account holder | $4,181 | $3,207+30.4% | $4,510-7.3% | $4,296-2.7% |