Filed July 31, 2017 (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 | $115,039 | $92,703+24.1% | $82,719+39.1% | $134,475-14.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.67% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $8,157 | $3,274+149.2% | $3,009+171.1% | $4,740+72.1% |
| Participant deferral / active EE | $12,576 | $4,802+161.9% | $4,395+186.1% | $6,400+96.5% |
| Admin fee / account holder | $17,312 | $5,983+189.4% | $5,329+224.9% | $11,426+51.5% |