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 | $72,026 | $78,422-8.2% | $95,952-24.9% | $79,858-9.8% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,499 | $1,945+28.5% | $2,541-1.6% | $2,471+1.2% |
| Participant deferral / active EE | $4,310 | $3,440+25.3% | $4,167+3.4% | $3,740+15.2% |
| Admin fee / account holder | $698 | $5,622-87.6% | $6,795-89.7% | $5,306-86.8% |