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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,031 | $110,094-47.3% | $151,611-61.7% | $68,494-15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.54% | -10.12%-10.4pp | 3.33%-23.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,123 | $4,471+14.6% | $6,166-16.9% | $2,596+97.3% |
| Participant deferral / active EE | $4,747 | $6,527-27.3% | $8,363-43.2% | $4,027+17.9% |
| Admin fee / account holder | $2,761 | $7,719-64.2% | $11,616-76.2% | $5,403-48.9% |