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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,939 | $209,832+39.1% | $189,513+54.0% | $167,490+74.3% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 14.64% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $7,317 | $6,914+5.8% | $6,162+18.8% | $4,837+51.3% |
| Participant deferral / active EE | $2,531 | $8,935-71.7% | $8,221-69.2% | $6,341-60.1% |
| Admin fee / account holder | $1,984 | $14,293-86.1% | $12,045-83.5% | $12,309-83.9% |