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 | $124,045 | $125,758-1.4% | $169,993-27.0% | $75,163+65.0% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 15.48% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $5,055 | $4,615+9.5% | $6,785-25.5% | $2,670+89.4% |
| Participant deferral / active EE | $7,776 | $6,837+13.7% | $10,408-25.3% | $4,125+88.5% |
| Admin fee / account holder | $18,231 | $8,173+123.1% | $12,815+42.3% | $5,651+222.6% |