Filed December 17, 2015 (most recent of 2 filings on file)
Total covered: 8 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,974 | $65,409+360.1% | $98,442+205.7% | $85,850+250.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.48% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $8,322 | $2,168+283.9% | $2,960+181.2% | $2,565+224.4% |
| Participant deferral / active EE | $8,625 | $3,166+172.4% | $4,276+101.7% | $3,952+118.3% |
| Admin fee / account holder | $6,092 | $4,593+32.6% | $5,949+2.4% | $6,260-2.7% |