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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,020 | $185,822-70.4% | $169,993-67.6% | $139,434-60.5% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 7.82% | 60.50%-52.7pp | 53.37%-45.6pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,966 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $2,146 | $11,622-81.5% | $10,408-79.4% | $6,710-68.0% |
| Admin fee / account holder | $408 | $15,381-97.3% | $12,815-96.8% | $11,403-96.4% |