Filed February 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,629 | $123,793-23.6% | $177,821-46.8% | $79,858+18.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.37% | 22.82%-14.5pp | 48.32%-40.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $3,409 | $4,095-16.8% | $5,918-42.4% | $2,471+38.0% |
| Participant deferral / active EE | $3,278 | $5,956-45.0% | $7,714-57.5% | $3,740-12.3% |
| Admin fee / account holder | $14,641 | $7,243+102.1% | $12,427+17.8% | $5,306+175.9% |