Filed February 22, 2017 (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.
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 | $122,607 | $60,124+103.9% | $90,404+35.6% | $79,858+53.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.33% | 71.94%-57.6pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $12,209 | $2,068+490.5% | $3,262+274.3% | $2,471+394.1% |
| Participant deferral / active EE | $9,274 | $2,938+215.6% | $3,963+134.0% | $3,740+148.0% |
| Admin fee / account holder | $1,159 | $3,976-70.9% | $5,611-79.3% | $5,306-78.2% |