Filed February 24, 2017 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,716 | $99,020+288.5% | $86,590+344.3% | $147,584+160.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.45% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $30,000 | $3,132+857.9% | $2,839+956.6% | $4,876+515.2% |
| Participant deferral / active EE | $24,000 | $3,972+504.2% | $3,609+565.1% | $5,439+341.3% |
| Admin fee / account holder | $2,569 | $5,710-55.0% | $4,906-47.6% | $10,885-76.4% |