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 | $70,549 | $137,414-48.7% | $189,513-62.8% | $85,850-17.8% |
| Participation rate | 79.7% | 84.6%-4.9pp | 87.8%-8.1pp | 69.3%+10.4pp |
| Annual return | 17.49% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,549 | $4,344-41.3% | $6,162-58.6% | $2,565-0.6% |
| Participant deferral / active EE | $6,322 | $6,260+1.0% | $8,221-23.1% | $3,952+60.0% |
| Admin fee / account holder | $4,354 | $8,630-49.5% | $12,045-63.9% | $6,260-30.4% |