Filed October 13, 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.
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 | $92,030 | $45,035+104.4% | $62,995+46.1% | $70,131+31.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.38% | 18.76%-8.4pp | 87.57%-77.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $6,858 | $2,051+234.3% | $2,759+148.6% | $2,342+192.8% |
| Participant deferral / active EE | $3,429 | $2,465+39.1% | $3,329+3.0% | $3,332+2.9% |
| Admin fee / account holder | $10,654 | $2,834+275.9% | $3,600+195.9% | $4,645+129.3% |