Filed April 1, 2016 (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 | $165,506 | $109,881+50.6% | $150,045+10.3% | $84,808+95.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.16% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,215 | $3,561-9.7% | $4,693-31.5% | $2,631+22.2% |
| Participant deferral / active EE | $8,796 | $6,636+32.6% | $7,997+10.0% | $4,212+108.9% |
| Admin fee / account holder | $834 | $8,568-90.3% | $13,435-93.8% | $7,344-88.6% |