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.)
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 | $39,091 | $48,230-19.0% | $67,502-42.1% | $80,856-51.7% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.2pp |
| Annual return | 14.15% | 18.28%-4.1pp | 3512.12%-3498.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,048 | $2,020+100.4% | $2,731+48.2% | $2,755+46.9% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,187 | $3,681-67.8% | $3,998-70.3% | $6,918-82.8% |