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 | $96,895 | $154,117-37.1% | $129,995-25.5% | $139,434-30.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.93% | 32.48%-14.5pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $30,051 | $5,289+468.2% | $4,320+595.7% | $4,751+532.5% |
| Participant deferral / active EE | $14,755 | $6,710+119.9% | $5,820+153.5% | $6,710+119.9% |
| Admin fee / account holder | $8,878 | $14,007-36.6% | $10,614-16.4% | $11,403-22.1% |