Filed December 17, 2014 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $469,737 | $153,772+205.5% | $133,980+250.6% | $273,961+71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.30% | 36.51%-27.2pp | 29.30%-20.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $17,379 | $6,029+188.3% | $5,211+233.5% | $4,869+257.0% |
| Participant deferral / active EE | $14,645 | $6,958+110.5% | $6,282+133.1% | $5,287+177.0% |
| Admin fee / account holder | $13,887 | $11,765+18.0% | $9,324+48.9% | $10,132+37.1% |