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 | $194,384 | $74,888+159.6% | $71,209+173.0% | $142,382+36.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.55% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $9,331 | $2,854+226.9% | $2,721+242.9% | $4,299+117.0% |
| Participant deferral / active EE | $11,939 | $4,454+168.0% | $4,175+185.9% | $6,507+83.5% |
| Admin fee / account holder | $11,611 | $5,568+108.5% | $5,349+117.1% | $12,624-8.0% |