Filed May 4, 2016 (most recent of 10 filings on file)
Total covered: 9 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 | $322,906 | $177,572+81.8% | $154,803+108.6% | $142,382+126.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.79% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $27,353 | $4,810+468.6% | $4,305+535.3% | $4,299+536.2% |
| Participant deferral / active EE | $16,462 | $6,272+162.5% | $5,540+197.1% | $6,507+153.0% |
| Admin fee / account holder | $986 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |