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 | $60,004 | $72,492-17.2% | $87,100-31.1% | $72,985-17.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 28.42% | 24.46%+4.0pp | 28.19%+0.2pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,312 | $1,894+22.1% | $2,521-8.3% | $2,440-5.2% |
| Participant deferral / active EE | $3,925 | $3,270+20.1% | $4,049-3.0% | $3,607+8.8% |
| Admin fee / account holder | $1,674 | $5,055-66.9% | $7,497-77.7% | $5,124-67.3% |