Filed January 18, 2017 (most recent of 2 filings on file)
Total covered: 5 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 9-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 | $35,338 | $54,541-35.2% | $78,778-55.1% | $70,131-49.6% |
| Participation rate | 76.1% | 60.8%+15.3pp | 69.2%+6.9pp | 69.5%+6.5pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,205 | $1,089+10.7% | $1,986-39.3% | $2,342-48.5% |
| Participant deferral / active EE | $2,842 | $2,210+28.6% | $2,958-3.9% | $3,332-14.7% |
| Admin fee / account holder | $1,280 | $3,709-65.5% | $5,134-75.1% | $4,645-72.4% |