Filed December 7, 2017 (most recent of 3 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 | $178,652 | $90,600+97.2% | $79,464+124.8% | $135,375+32.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.99% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $14,756 | $3,068+381.0% | $2,800+426.9% | $4,779+208.8% |
| Participant deferral / active EE | $12,075 | $4,050+198.1% | $3,704+226.0% | $5,609+115.3% |
| Admin fee / account holder | $1,093 | $5,907-81.5% | $5,113-78.6% | $10,827-89.9% |