Filed May 11, 2016 (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 | $44,387 | $94,529-53.0% | $140,016-68.3% | $64,186-30.8% |
| Participation rate | 92.4% | 84.1%+8.3pp | 87.5%+4.9pp | 69.6%+22.9pp |
| Annual return | -2.03% | 7.77%-9.8pp | 651.12%-653.1pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,937 | $3,812-49.2% | $5,606-65.4% | $2,381-18.6% |
| Participant deferral / active EE | $3,584 | $5,250-31.7% | $6,927-48.3% | $3,470+3.3% |
| Admin fee / account holder | $3,992 | $6,741-40.8% | $10,705-62.7% | $4,888-18.3% |