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 | $30,263 | $50,958-40.6% | $74,550-59.4% | $64,186-52.9% |
| Participation rate | 75.3% | 61.1%+14.3pp | 69.1%+6.2pp | 69.6%+5.8pp |
| Annual return | 0.20% | -1.86%+2.1pp | 32.53%-32.3pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,130 | $1,115+1.3% | $1,961-42.4% | $2,381-52.5% |
| Participant deferral / active EE | $2,222 | $2,301-3.5% | $3,108-28.5% | $3,470-36.0% |
| Admin fee / account holder | $5,482 | $4,223+29.8% | $5,060+8.3% | $4,888+12.1% |