Filed September 18, 2015 (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 | $77,539 | $110,094-29.6% | $151,611-48.9% | $68,494+13.2% |
| Participation rate | 73.7% | 84.0%-10.3pp | 87.5%-13.8pp | 67.9%+5.8pp |
| Annual return | -17.99% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,032 | $4,471-54.5% | $6,166-67.0% | $2,596-21.7% |
| Participant deferral / active EE | $5,026 | $6,527-23.0% | $8,363-39.9% | $4,027+24.8% |
| Admin fee / account holder | $31,091 | $7,719+302.8% | $11,616+167.7% | $5,403+475.5% |