Filed October 1, 2016 (most recent of 3 filings on file)
Total covered: 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,348 | $109,359-67.7% | $162,163-78.2% | $72,985-51.6% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 17.12% | 25.46%-8.3pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,635 | $3,907-58.2% | $5,614-70.9% | $2,440-33.0% |
| Participant deferral / active EE | $3,073 | $5,481-43.9% | $7,298-57.9% | $3,607-14.8% |
| Admin fee / account holder | $10,940 | $7,972+37.2% | $10,843+0.9% | $5,124+113.5% |