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 | $122,537 | $110,094+11.3% | $151,611-19.2% | $68,494+78.9% |
| Participation rate | 90.4% | 84.0%+6.5pp | 87.5%+2.9pp | 67.9%+22.5pp |
| Annual return | -14.20% | -10.12%-4.1pp | 3.33%-17.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,678 | $4,471-17.7% | $6,166-40.3% | $2,596+41.7% |
| Participant deferral / active EE | $5,719 | $6,527-12.4% | $8,363-31.6% | $4,027+42.0% |
| Admin fee / account holder | $14,029 | $7,719+81.8% | $11,616+20.8% | $5,403+159.7% |