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 | $587,057 | $92,703+533.3% | $82,719+609.7% | $134,475+336.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.60% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $18,722 | $3,274+471.9% | $3,009+522.2% | $4,740+295.0% |
| Participant deferral / active EE | $12,364 | $4,802+157.5% | $4,395+181.3% | $6,400+93.2% |
| Admin fee / account holder | $2,453 | $5,983-59.0% | $5,329-54.0% | $11,426-78.5% |