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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,276 | $176,812-65.3% | $146,665-58.2% | $167,490-63.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.04% | 24.03%-20.0pp | 22.74%-18.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $10,511 | $5,160+103.7% | $4,136+154.1% | $4,837+117.3% |
| Participant deferral / active EE | $7,639 | $6,440+18.6% | $5,506+38.7% | $6,341+20.5% |
| Admin fee / account holder | $139,601 | $13,259+952.9% | $10,280+1258.0% | $12,309+1034.1% |