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 | $298,485 | $138,347+115.8% | $184,203+62.0% | $80,856+269.2% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 14.99% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,443 | $4,850+12.2% | $6,427-15.3% | $2,755+97.6% |
| Participant deferral / active EE | $2,750 | $7,071-61.1% | $9,131-69.9% | $4,296-36.0% |
| Admin fee / account holder | $17,833 | $10,483+70.1% | $13,901+28.3% | $6,918+157.8% |