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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,080 | $90,348+125.9% | $75,972+168.6% | $145,922+39.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 14.71% | 620.88%-606.2pp | 359.55%-344.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,306 | $3,311+60.3% | $2,685+97.6% | $4,660+13.9% |
| Participant deferral / active EE | $14,548 | $5,162+181.8% | $4,255+241.9% | $6,688+117.5% |
| Admin fee / account holder | $15,097 | $8,467+78.3% | $6,467+133.5% | $13,397+12.7% |