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 | $72,276 | $109,359-33.9% | $162,163-55.4% | $72,985-1.0% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 29.27% | 25.46%+3.8pp | 115.59%-86.3pp | 81.00%-51.7pp |
| Employer contribution / active EE | $2,656 | $3,907-32.0% | $5,614-52.7% | $2,440+8.9% |
| Participant deferral / active EE | $4,120 | $5,481-24.8% | $7,298-43.5% | $3,607+14.2% |
| Admin fee / account holder | $15,645 | $7,972+96.3% | $10,843+44.3% | $5,124+205.3% |