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 | $121,307 | $91,538+32.5% | $129,995-6.7% | $75,163+61.4% |
| Participation rate | 95.5% | 71.4%+24.0pp | 78.5%+17.0pp | 67.2%+28.3pp |
| Annual return | 6.37% | -631.11%+637.5pp | -137.18%+143.5pp | 160.62%-154.3pp |
| Employer contribution / active EE | $2,520 | $2,845-11.4% | $4,320-41.7% | $2,670-5.6% |
| Participant deferral / active EE | $7,095 | $4,341+63.4% | $5,820+21.9% | $4,125+72.0% |
| Admin fee / account holder | $21,579 | $6,790+217.8% | $10,614+103.3% | $5,651+281.9% |