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 | $80,444 | $142,344-43.5% | $119,609-32.7% | $134,475-40.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.52% | -12.44%-6.1pp | -14.97%-3.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $26,902 | $5,222+415.2% | $4,232+535.7% | $4,740+467.6% |
| Participant deferral / active EE | $16,031 | $6,469+147.8% | $5,602+186.2% | $6,400+150.5% |
| Admin fee / account holder | $2,194 | $13,584-83.8% | $10,323-78.7% | $11,426-80.8% |