Filed August 24, 2017 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,535 | $84,695-67.5% | $73,843-62.7% | $125,391-78.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.56% | 3123.53%-3124.1pp | 2267.84%-2268.4pp | 282.22%-282.8pp |
| Employer contribution / active EE | $955 | $3,123-69.4% | $2,787-65.7% | $4,866-80.4% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,286 | $5,691+45.6% | $4,880+69.8% | $9,540-13.2% |