Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 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 | $73,401 | $138,347-46.9% | $184,203-60.2% | $80,856-9.2% |
| Participation rate | 75.6% | 83.9%-8.3pp | 86.8%-11.2pp | 67.6%+8.0pp |
| Annual return | 12.79% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,613 | $4,850-46.1% | $6,427-59.3% | $2,755-5.2% |
| Participant deferral / active EE | $3,323 | $7,071-53.0% | $9,131-63.6% | $4,296-22.6% |
| Admin fee / account holder | $7,730 | $10,483-26.3% | $13,901-44.4% | $6,918+11.7% |