Filed March 9, 2017 (most recent of 2 filings on file)
Total covered: 10 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,876 | $100,041-7.2% | $149,718-38.0% | $70,131+32.4% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.1%+11.7pp | 69.5%+29.2pp |
| Annual return | 17.68% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $4,006 | $3,662+9.4% | $5,445-26.4% | $2,342+71.0% |
| Participant deferral / active EE | $4,541 | $4,983-8.9% | $6,569-30.9% | $3,332+36.3% |
| Admin fee / account holder | $18,924 | $8,286+128.4% | $11,283+67.7% | $4,645+307.4% |