Filed August 16, 2016 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,070 | $214,378+7.3% | $200,582+14.7% | $142,382+61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.47% | 46.41%-33.9pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $11,139 | $6,841+62.8% | $6,419+73.5% | $4,299+159.1% |
| Participant deferral / active EE | $6,074 | $9,865-38.4% | $9,331-34.9% | $6,507-6.7% |
| Admin fee / account holder | $113,428 | $17,692+541.1% | $16,305+595.7% | $12,624+798.5% |