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 | $620,127 | $181,894+240.9% | $156,549+296.1% | $273,961+126.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.23% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $48,276 | $6,248+672.7% | $5,501+777.6% | $4,869+891.6% |
| Participant deferral / active EE | $28,678 | $5,550+416.7% | $4,871+488.7% | $5,287+442.4% |
| Admin fee / account holder | $18,397 | $15,559+18.2% | $13,027+41.2% | $10,132+81.6% |