Filed February 21, 2015 (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 | $38,325 | $62,586-38.8% | $76,768-50.1% | $64,186-40.3% |
| Participation rate | 89.2% | 72.8%+16.4pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | 0.07% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,002 | $1,832+9.3% | $2,485-19.4% | $2,381-15.9% |
| Participant deferral / active EE | $3,425 | $3,145+8.9% | $3,852-11.1% | $3,470-1.3% |
| Admin fee / account holder | $3,174 | $4,667-32.0% | $6,675-52.4% | $4,888-35.1% |