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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,177 | $110,094-25.4% | $151,611-45.8% | $68,494+20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.36% | -10.12%-0.2pp | 3.33%-13.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,752 | $4,471-16.1% | $6,166-39.2% | $2,596+44.5% |
| Participant deferral / active EE | $3,824 | $6,527-41.4% | $8,363-54.3% | $4,027-5.0% |
| Admin fee / account holder | $5,075 | $7,719-34.3% | $11,616-56.3% | $5,403-6.1% |