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 | $75,985 | $123,793-38.6% | $177,821-57.3% | $79,858-4.9% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.7%+10.1pp | 69.6%+28.1pp |
| Annual return | 12.36% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,339 | $4,095-42.9% | $5,918-60.5% | $2,471-5.3% |
| Participant deferral / active EE | $3,753 | $5,956-37.0% | $7,714-51.4% | $3,740+0.3% |
| Admin fee / account holder | $11,884 | $7,243+64.1% | $12,427-4.4% | $5,306+124.0% |