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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,948 | $56,897+232.1% | $84,750+122.9% | $62,891+200.4% |
| Participation rate | 80.6% | 68.5%+12.1pp | 76.6%+4.1pp | 69.3%+11.3pp |
| Annual return | 8.58% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,655 | $2,400+52.3% | $3,574+2.3% | $2,281+60.2% |
| Participant deferral / active EE | $12,097 | $2,709+346.5% | $3,712+225.9% | $3,203+277.7% |
| Admin fee / account holder | $1,628 | $3,581-54.5% | $5,332-69.5% | $4,296-62.1% |