Filed March 31, 2016 (most recent of 4 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.
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 | $24,213 | $80,717-70.0% | $154,803-84.4% | $84,808-71.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,191 | $2,761-20.6% | $4,305-49.1% | $2,631-16.7% |
| Participant deferral / active EE | $3,305 | $3,303+0.1% | $5,540-40.3% | $4,212-21.5% |
| Admin fee / account holder | $911 | $6,746-86.5% | $14,329-93.6% | $7,344-87.6% |