Filed April 11, 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.
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 | $116,085 | $125,758-7.7% | $169,993-31.7% | $75,163+54.4% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.0%-1.5pp | 67.2%+18.3pp |
| Annual return | 21.92% | 27.20%-5.3pp | 53.37%-31.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $3,440 | $4,615-25.5% | $6,785-49.3% | $2,670+28.8% |
| Participant deferral / active EE | $6,402 | $6,837-6.4% | $10,408-38.5% | $4,125+55.2% |
| Admin fee / account holder | $10,845 | $8,173+32.7% | $12,815-15.4% | $5,651+91.9% |