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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,675 | $83,477+30.2% | $125,175-13.2% | $72,985+48.9% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 6.26% | 25.78%-19.5pp | 43.79%-37.5pp | 81.00%-74.7pp |
| Employer contribution / active EE | $2,213 | $2,345-5.6% | $3,865-42.7% | $2,440-9.3% |
| Participant deferral / active EE | $6,101 | $3,585+70.2% | $4,937+23.6% | $3,607+69.1% |
| Admin fee / account holder | $3,819 | $5,517-30.8% | $9,702-60.6% | $5,124-25.5% |