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 | $266,719 | $57,281+365.6% | $86,612+207.9% | $75,163+254.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.32% | 2670.75%-2652.4pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $8,936 | $2,314+286.1% | $3,022+195.6% | $2,670+234.7% |
| Participant deferral / active EE | $9,696 | $3,318+192.2% | $4,438+118.5% | $4,125+135.0% |
| Admin fee / account holder | $16,846 | $4,112+309.7% | $5,614+200.1% | $5,651+198.1% |