Filed February 12, 2015 (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 | $50,082 | $57,354-12.7% | $83,848-40.3% | $64,186-22.0% |
| Participation rate | 87.1% | 68.6%+18.5pp | 76.1%+11.0pp | 69.6%+17.5pp |
| Annual return | -5.66% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $547 | $2,545-78.5% | $3,631-84.9% | $2,381-77.0% |
| Participant deferral / active EE | $2,770 | $2,993-7.4% | $4,082-32.1% | $3,470-20.2% |
| Admin fee / account holder | $3,147 | $4,046-22.2% | $5,478-42.5% | $4,888-35.6% |