Filed July 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,920 | $148,978-16.1% | $200,582-37.7% | $84,808+47.3% |
| Participation rate | 85.9% | 84.2%+1.6pp | 86.9%-1.0pp | 68.3%+17.6pp |
| Annual return | -0.11% | 28.16%-28.3pp | 42.33%-42.4pp | 40.90%-41.0pp |
| Employer contribution / active EE | $8,594 | $4,815+78.5% | $6,419+33.9% | $2,631+226.7% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,901 | $13,977-57.8% | $16,305-63.8% | $7,344-19.6% |