Filed January 13, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
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 | $47,886 | $109,359-56.2% | $162,163-70.5% | $72,985-34.4% |
| Participation rate | 87.8% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 440.44% | 25.46%+415.0pp | 115.59%+324.9pp | 81.00%+359.4pp |
| Employer contribution / active EE | $2,358 | $3,907-39.7% | $5,614-58.0% | $2,440-3.4% |
| Participant deferral / active EE | $5,611 | $5,481+2.4% | $7,298-23.1% | $3,607+55.5% |
| Admin fee / account holder | $7,980 | $7,972+0.1% | $10,843-26.4% | $5,124+55.7% |