Filed January 24, 2018 (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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,640 | $109,359-45.5% | $162,163-63.2% | $72,985-18.3% |
| Participation rate | 73.5% | 84.3%-10.7pp | 87.6%-14.0pp | 69.5%+4.0pp |
| Annual return | 14.60% | 25.46%-10.9pp | 115.59%-101.0pp | 81.00%-66.4pp |
| Employer contribution / active EE | $617 | $3,907-84.2% | $5,614-89.0% | $2,440-74.7% |
| Participant deferral / active EE | $3,198 | $5,481-41.6% | $7,298-56.2% | $3,607-11.3% |
| Admin fee / account holder | $8,225 | $7,972+3.2% | $10,843-24.1% | $5,124+60.5% |