Filed June 29, 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.
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 | $69,630 | $47,944+45.2% | $67,834+2.6% | $62,891+10.7% |
| Participation rate | 81.3% | 61.1%+20.2pp | 68.8%+12.5pp | 69.3%+11.9pp |
| Annual return | 9.76% | 11.77%-2.0pp | 138.47%-128.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,745 | $1,562+11.7% | $2,403-27.4% | $2,281-23.5% |
| Participant deferral / active EE | $3,678 | $2,247+63.7% | $3,160+16.4% | $3,203+14.8% |
| Admin fee / account holder | $6,198 | $3,712+67.0% | $4,622+34.1% | $4,296+44.3% |