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 7-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 | $70,187 | $148,978-52.9% | $200,582-65.0% | $84,808-17.2% |
| Participation rate | 90.7% | 84.2%+6.4pp | 86.9%+3.8pp | 68.3%+22.4pp |
| Annual return | 22.91% | 28.16%-5.2pp | 42.33%-19.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $5,094 | $4,815+5.8% | $6,419-20.6% | $2,631+93.6% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,456 | $13,977-68.1% | $16,305-72.7% | $7,344-39.3% |