Filed March 14, 2016 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $136,001 | $94,529+43.9% | $140,016-2.9% | $64,186+111.9% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.1pp |
| Annual return | -2.27% | 7.77%-10.0pp | 651.12%-653.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,831 | $3,812+26.7% | $5,606-13.8% | $2,381+102.9% |
| Participant deferral / active EE | $1,518 | $5,250-71.1% | $6,927-78.1% | $3,470-56.2% |
| Admin fee / account holder | $2,512 | $6,741-62.7% | $10,705-76.5% | $4,888-48.6% |