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 | $110,873 | $110,094+0.7% | $151,611-26.9% | $68,494+61.9% |
| Participation rate | 98.9% | 84.0%+14.9pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -15.46% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,629 | $4,471+3.5% | $6,166-24.9% | $2,596+78.3% |
| Participant deferral / active EE | $6,842 | $6,527+4.8% | $8,363-18.2% | $4,027+69.9% |
| Admin fee / account holder | $15,926 | $7,719+106.3% | $11,616+37.1% | $5,403+194.8% |