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 | $49,968 | $53,127-5.9% | $86,590-42.3% | $70,131-28.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 24.96% | 27.66%-2.7pp | 964.84%-939.9pp | 73.14%-48.2pp |
| Employer contribution / active EE | $1,044 | $2,068-49.5% | $2,839-63.2% | $2,342-55.4% |
| Participant deferral / active EE | $3,286 | $2,696+21.9% | $3,609-8.9% | $3,332-1.4% |
| Admin fee / account holder | $6,496 | $3,585+81.2% | $4,906+32.4% | $4,645+39.8% |