Filed November 19, 2014 (most recent of 3 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 | $70,964 | $137,414-48.4% | $189,513-62.6% | $85,850-17.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.46% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $5,958 | $4,344+37.1% | $6,162-3.3% | $2,565+132.3% |
| Participant deferral / active EE | $4,565 | $6,260-27.1% | $8,221-44.5% | $3,952+15.5% |
| Admin fee / account holder | $967 | $8,630-88.8% | $12,045-92.0% | $6,260-84.6% |