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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,209 | $123,793-3.7% | $177,821-33.0% | $79,858+49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.17% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,379 | $4,095+6.9% | $5,918-26.0% | $2,471+77.2% |
| Participant deferral / active EE | $6,106 | $5,956+2.5% | $7,714-20.9% | $3,740+63.2% |
| Admin fee / account holder | $12,513 | $7,243+72.8% | $12,427+0.7% | $5,306+135.8% |