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 | $84,336 | $125,758-32.9% | $169,993-50.4% | $75,163+12.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.70% | 27.20%-15.5pp | 53.37%-41.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $4,167 | $4,615-9.7% | $6,785-38.6% | $2,670+56.1% |
| Participant deferral / active EE | $4,288 | $6,837-37.3% | $10,408-58.8% | $4,125+3.9% |
| Admin fee / account holder | $10,705 | $8,173+31.0% | $12,815-16.5% | $5,651+89.4% |