Filed August 10, 2015 (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 | $103,393 | $72,404+42.8% | $110,238-6.2% | $64,186+61.1% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 7.69% | -6.29%+14.0pp | 314.74%-307.1pp | 7.63%+0.1pp |
| Employer contribution / active EE | $2,077 | $2,282-9.0% | $3,826-45.7% | $2,381-12.8% |
| Participant deferral / active EE | $5,683 | $3,469+63.8% | $4,672+21.6% | $3,470+63.8% |
| Admin fee / account holder | $8,989 | $5,664+58.7% | $8,547+5.2% | $4,888+83.9% |