Filed December 8, 2014 (most recent of 2 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,848 | $102,966+381.6% | $90,281+449.2% | $152,861+224.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.45% | 95.16%-72.7pp | 78.10%-55.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $9,135 | $3,139+191.0% | $2,854+220.0% | $4,762+91.8% |
| Participant deferral / active EE | $19,667 | $4,281+359.3% | $3,885+406.2% | $5,850+236.2% |
| Admin fee / account holder | $959 | $6,171-84.5% | $5,351-82.1% | $11,596-91.7% |