Filed November 30, 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 | $136,086 | $77,813+74.9% | $123,544+10.2% | $64,186+112.0% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.9pp |
| Annual return | -4.75% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $10,959 | $3,014+263.6% | $4,628+136.8% | $2,381+360.3% |
| Participant deferral / active EE | $11,067 | $5,240+111.2% | $6,426+72.2% | $3,470+219.0% |
| Admin fee / account holder | $13,110 | $5,519+137.5% | $9,284+41.2% | $4,888+168.2% |