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 | $111,924 | $109,359+2.3% | $162,163-31.0% | $72,985+53.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 29.01% | 25.46%+3.6pp | 115.59%-86.6pp | 81.00%-52.0pp |
| Employer contribution / active EE | $4,127 | $3,907+5.6% | $5,614-26.5% | $2,440+69.2% |
| Participant deferral / active EE | $5,224 | $5,481-4.7% | $7,298-28.4% | $3,607+44.8% |
| Admin fee / account holder | $8,181 | $7,972+2.6% | $10,843-24.5% | $5,124+59.6% |