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 | $694,949 | $109,817+532.8% | $98,442+606.0% | $167,490+314.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.81% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $9,070 | $3,224+181.3% | $2,960+206.4% | $4,837+87.5% |
| Participant deferral / active EE | $14,932 | $4,673+219.5% | $4,276+249.2% | $6,341+135.5% |
| Admin fee / account holder | $1,401 | $6,753-79.3% | $5,949-76.4% | $12,309-88.6% |