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 | $147,585 | $138,347+6.7% | $184,203-19.9% | $80,856+82.5% |
| Participation rate | 92.1% | 83.9%+8.3pp | 86.8%+5.3pp | 67.6%+24.5pp |
| Annual return | 17.11% | 20.02%-2.9pp | 28.81%-11.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,097 | $4,850+5.1% | $6,427-20.7% | $2,755+85.0% |
| Participant deferral / active EE | $7,954 | $7,071+12.5% | $9,131-12.9% | $4,296+85.1% |
| Admin fee / account holder | $9,179 | $10,483-12.4% | $13,901-34.0% | $6,918+32.7% |