Filed March 2, 2015 (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 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 | $59,416 | $110,094-46.0% | $151,611-60.8% | $68,494-13.3% |
| Participation rate | 90.1% | 84.0%+6.1pp | 87.5%+2.6pp | 67.9%+22.2pp |
| Annual return | -16.46% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,483 | $4,471-66.8% | $6,166-75.9% | $2,596-42.9% |
| Participant deferral / active EE | $4,771 | $6,527-26.9% | $8,363-43.0% | $4,027+18.5% |
| Admin fee / account holder | $3,905 | $7,719-49.4% | $11,616-66.4% | $5,403-27.7% |