Filed September 13, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,686 | $89,753-24.6% | $107,525-37.1% | $84,808-20.2% |
| Participation rate | 98.6% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.3pp |
| Annual return | 9.38% | 29.48%-20.1pp | 181.32%-171.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $5,244 | $3,113+68.4% | $3,754+39.7% | $2,631+99.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,179 | $7,222-69.8% | $8,919-75.6% | $7,344-70.3% |