Filed June 28, 2017 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,699 | $152,587-4.5% | $125,175+16.4% | $152,861-4.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.50% | 54.84%-38.3pp | 43.79%-27.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,464 | $4,946-30.0% | $3,865-10.4% | $4,762-27.3% |
| Participant deferral / active EE | $7,425 | $5,868+26.5% | $4,937+50.4% | $5,850+26.9% |
| Admin fee / account holder | $81,179 | $13,434+504.3% | $9,702+736.7% | $11,596+600.0% |