Filed March 2, 2017 (most recent of 5 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 | $121,217 | $123,793-2.1% | $177,821-31.8% | $79,858+51.8% |
| Participation rate | 94.8% | 84.7%+10.1pp | 87.7%+7.1pp | 69.6%+25.2pp |
| Annual return | 13.57% | 22.82%-9.2pp | 48.32%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,509 | $4,095-14.3% | $5,918-40.7% | $2,471+42.0% |
| Participant deferral / active EE | $5,356 | $5,956-10.1% | $7,714-30.6% | $3,740+43.2% |
| Admin fee / account holder | $8,447 | $7,243+16.6% | $12,427-32.0% | $5,306+59.2% |