Filed December 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,218 | $82,286+25.4% | $68,791+50.0% | $134,475-23.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -23.08% | -2.19%-20.9pp | -6.38%-16.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $5,699 | $3,301+72.6% | $2,655+114.6% | $4,740+20.2% |
| Participant deferral / active EE | $14,560 | $4,739+207.3% | $3,941+269.4% | $6,400+127.5% |
| Admin fee / account holder | $26,102 | $6,481+302.8% | $4,932+429.3% | $11,426+128.4% |