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 | $144,827 | $137,414+5.4% | $189,513-23.6% | $85,850+68.7% |
| Participation rate | 97.6% | 84.6%+13.0pp | 87.8%+9.8pp | 69.3%+28.3pp |
| Annual return | 19.83% | 38.14%-18.3pp | 555.15%-535.3pp | 318.53%-298.7pp |
| Employer contribution / active EE | $4,965 | $4,344+14.3% | $6,162-19.4% | $2,565+93.6% |
| Participant deferral / active EE | $7,096 | $6,260+13.4% | $8,221-13.7% | $3,952+79.6% |
| Admin fee / account holder | $5,362 | $8,630-37.9% | $12,045-55.5% | $6,260-14.3% |