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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,797 | $48,230+77.9% | $67,502+27.1% | $80,856+6.1% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.2pp |
| Annual return | 12.49% | 18.28%-5.8pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,380 | $2,924+49.8% | $4,000+9.5% | $4,296+2.0% |
| Admin fee / account holder | $11,250 | $3,681+205.6% | $3,998+181.4% | $6,918+62.6% |