Filed March 6, 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 8-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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,031 | $81,625-46.1% | $58,482-24.7% | $139,434-68.4% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 13.06% | 7404.20%-7391.1pp | 4239.32%-4226.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $904 | $3,265-72.3% | $2,516-64.1% | $11,403-92.1% |