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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,813 | $125,758-40.5% | $169,993-56.0% | $75,163-0.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 11.68% | 27.20%-15.5pp | 53.37%-41.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,761 | $4,615-40.2% | $6,785-59.3% | $2,670+3.4% |
| Participant deferral / active EE | $7,357 | $6,837+7.6% | $10,408-29.3% | $4,125+78.3% |
| Admin fee / account holder | $2,832 | $8,173-65.3% | $12,815-77.9% | $5,651-49.9% |