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 | $53,491 | $85,766-37.6% | $136,294-60.8% | $70,131-23.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.54% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,205 | $2,966-25.7% | $4,695-53.0% | $2,342-5.9% |
| Participant deferral / active EE | $4,919 | $5,051-2.6% | $6,247-21.3% | $3,332+47.6% |
| Admin fee / account holder | $1,180 | $5,420-78.2% | $9,243-87.2% | $4,645-74.6% |