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.
See the 6-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.
See 1 actuary disclosure. $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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,776 | $360,335-83.7% | $145,218-59.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | - |
| Annual return | 0.12% | 25.06%-24.9pp | -0.67%+0.8pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $31,731-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $473-100.0% | - |
| Admin fee / account holder | $11,501 | $10,090+14.0% | $28,383-59.5% | - |