Filed October 17, 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 | $59,999 | $94,529-36.5% | $140,016-57.1% | $64,186-6.5% |
| Participation rate | 96.1% | 84.1%+12.0pp | 87.5%+8.6pp | 69.6%+26.5pp |
| Annual return | 8.26% | 7.77%+0.5pp | 651.12%-642.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $2,223 | $3,812-41.7% | $5,606-60.4% | $2,381-6.6% |
| Participant deferral / active EE | $3,259 | $5,250-37.9% | $6,927-53.0% | $3,470-6.1% |
| Admin fee / account holder | $1,905 | $6,741-71.7% | $10,705-82.2% | $4,888-61.0% |