Filed March 24, 2017
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,606 | $46,553-30.0% | $64,056-49.1% | $75,163-56.6% |
| Participation rate | 98.8% | 65.9%+32.9pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | -0.16% | 26.03%-26.2pp | 33.69%-33.8pp | 160.62%-160.8pp |
| Employer contribution / active EE | $3,767 | $1,974+90.9% | $2,747+37.2% | $2,670+41.1% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $859 | $2,952-70.9% | $3,068-72.0% | $5,651-84.8% |