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 | $116,652 | $101,724+14.7% | $164,813-29.2% | $80,856+44.3% |
| Participation rate | 98.9% | 71.8%+27.0pp | 78.6%+20.3pp | 67.6%+31.2pp |
| Annual return | 10.35% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,631 | $2,953-10.9% | $4,341-39.4% | $2,755-4.5% |
| Participant deferral / active EE | $7,954 | $4,477+77.6% | $6,031+31.9% | $4,296+85.2% |
| Admin fee / account holder | $25,881 | $8,227+214.6% | $12,690+103.9% | $6,918+274.1% |