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 | $186,314 | $98,750+88.7% | $149,696+24.5% | $79,858+133.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.72% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $13,254 | $3,216+312.1% | $4,644+185.4% | $2,471+436.4% |
| Participant deferral / active EE | $12,182 | $5,680+114.5% | $6,842+78.1% | $3,740+225.7% |
| Admin fee / account holder | $9,997 | $6,053+65.2% | $9,309+7.4% | $5,306+88.4% |