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 | $147,064 | $99,985+47.1% | $146,665+0.3% | $85,850+71.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.02% | 18.93%-0.9pp | 22.74%-4.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,354 | $2,559-8.0% | $4,136-43.1% | $2,565-8.2% |
| Participant deferral / active EE | $6,775 | $4,006+69.1% | $5,506+23.0% | $3,952+71.4% |
| Admin fee / account holder | $4,521 | $7,702-41.3% | $10,280-56.0% | $6,260-27.8% |