Filed April 5, 2016 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,390 | $68,547-0.2% | $120,354-43.2% | $80,856-15.4% |
| Participation rate | 86.9% | 61.6%+25.3pp | 71.9%+15.0pp | 67.6%+19.3pp |
| Annual return | 21.64% | 23.60%-2.0pp | 107.15%-85.5pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,337 | $2,051+13.9% | $3,463-32.5% | $2,755-15.2% |
| Participant deferral / active EE | $6,734 | $3,173+112.2% | $4,991+34.9% | $4,296+56.8% |
| Admin fee / account holder | $2,095 | $5,732-63.5% | $9,423-77.8% | $6,918-69.7% |