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 | $61,626 | $110,094-44.0% | $151,611-59.4% | $68,494-10.0% |
| Participation rate | 86.1% | 84.0%+2.2pp | 87.5%-1.4pp | 67.9%+18.2pp |
| Annual return | -14.97% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,803 | $4,471-37.3% | $6,166-54.5% | $2,596+8.0% |
| Participant deferral / active EE | $7,120 | $6,527+9.1% | $8,363-14.9% | $4,027+76.8% |
| Admin fee / account holder | $2,500 | $7,719-67.6% | $11,616-78.5% | $5,403-53.7% |