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 | $225,820 | $63,346+256.5% | $92,233+144.8% | $70,131+222.0% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 15.32% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,684 | $2,471+49.1% | $3,679+0.1% | $2,342+57.3% |
| Participant deferral / active EE | $13,728 | $2,854+381.1% | $3,897+252.3% | $3,332+312.1% |
| Admin fee / account holder | $8,758 | $3,840+128.1% | $5,194+68.6% | $4,645+88.5% |