Filed April 12, 2017 (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 | $147,286 | $109,817+34.1% | $98,442+49.6% | $167,490-12.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.28% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $8,749 | $3,224+171.4% | $2,960+195.6% | $4,837+80.9% |
| Participant deferral / active EE | $10,668 | $4,673+128.3% | $4,276+149.5% | $6,341+68.2% |
| Admin fee / account holder | $19,869 | $6,753+194.2% | $5,949+234.0% | $12,309+61.4% |