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 | $267,365 | $125,758+112.6% | $169,993+57.3% | $75,163+255.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 19.91% | 27.20%-7.3pp | 53.37%-33.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,785 | $4,615-18.0% | $6,785-44.2% | $2,670+41.8% |
| Participant deferral / active EE | $2,062 | $6,837-69.8% | $10,408-80.2% | $4,125-50.0% |
| Admin fee / account holder | $6,397 | $8,173-21.7% | $12,815-50.1% | $5,651+13.2% |