Filed November 18, 2015 (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 4-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 | $39,654 | $175,202-77.4% | $149,673-73.5% | $139,434-71.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 25.56% | 166.71%-141.1pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $12,502 | $5,474+128.4% | $4,818+159.5% | $4,751+163.2% |
| Participant deferral / active EE | $5,939 | $6,519-8.9% | $5,680+4.6% | $6,710-11.5% |
| Admin fee / account holder | $1,696 | $16,150-89.5% | $13,210-87.2% | $11,403-85.1% |