Filed February 23, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $629,299 | $89,753+601.1% | $107,525+485.3% | $84,808+642.0% |
| Participation rate | 79.4% | 68.1%+11.4pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $8,891 | $3,113+185.6% | $3,754+136.9% | $2,631+237.9% |
| Participant deferral / active EE | $16,359 | $4,056+303.3% | $5,116+219.8% | $4,212+288.4% |
| Admin fee / account holder | $988 | $7,222-86.3% | $8,919-88.9% | $7,344-86.5% |