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 | $86,631 | $138,347-37.4% | $184,203-53.0% | $80,856+7.1% |
| Participation rate | 90.5% | 83.9%+6.7pp | 86.8%+3.7pp | 67.6%+22.9pp |
| Annual return | 14.33% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,132 | $4,850-35.4% | $6,427-51.3% | $2,755+13.7% |
| Participant deferral / active EE | $7,975 | $7,071+12.8% | $9,131-12.7% | $4,296+85.7% |
| Admin fee / account holder | $9,424 | $10,483-10.1% | $13,901-32.2% | $6,918+36.2% |