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 | $172,167 | $109,359+57.4% | $162,163+6.2% | $72,985+135.9% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 23.18% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,974 | $3,907+27.3% | $5,614-11.4% | $2,440+103.9% |
| Participant deferral / active EE | $1,702 | $5,481-68.9% | $7,298-76.7% | $3,607-52.8% |
| Admin fee / account holder | $21,151 | $7,972+165.3% | $10,843+95.1% | $5,124+312.8% |