Filed January 15, 2015 (most recent of 2 filings on file)
Total covered: 6 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,765 | $697,698-86.3% | $621,730-84.6% | $357,791-73.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 5.23% | 10.63%-5.4pp | 10.76%-5.5pp | 396.79%-391.6pp |
| Employer contribution / active EE | $10,691 | $10,590+1.0% | $9,871+8.3% | $7,508+42.4% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $50,421 | $75,391-33.1% | $66,065-23.7% | $28,387+77.6% |