Filed October 1, 2015 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,697 | $197,591-75.9% | $177,821-73.2% | $158,922-70.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.96% | 58.76%-48.8pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,152 | $6,697-67.9% | $5,918-63.6% | $4,761-54.8% |
| Participant deferral / active EE | $2,294 | $8,405-72.7% | $7,714-70.3% | $5,982-61.6% |
| Admin fee / account holder | $647 | $15,399-95.8% | $12,427-94.8% | $11,246-94.3% |