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 | $131,805 | $109,413+20.5% | $156,263-15.7% | $84,808+55.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 9.34% | 20.18%-10.8pp | 59.47%-50.1pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,897 | $2,907-0.4% | $4,333-33.2% | $2,631+10.1% |
| Participant deferral / active EE | $8,289 | $4,590+80.6% | $6,158+34.6% | $4,212+96.8% |
| Admin fee / account holder | $6,091 | $9,357-34.9% | $14,255-57.3% | $7,344-17.1% |