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 | $570,365 | $96,635+490.2% | $86,612+558.5% | $139,434+309.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.48% | 106.41%-94.9pp | 591.07%-579.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $10,402 | $3,263+218.8% | $3,022+244.1% | $4,751+118.9% |
| Participant deferral / active EE | $4,125 | $4,836-14.7% | $4,438-7.0% | $6,710-38.5% |
| Admin fee / account holder | $222,359 | $6,408+3370.1% | $5,614+3860.7% | $11,403+1850.1% |