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 | $278,435 | $58,208+378.3% | $81,812+240.3% | $80,856+244.4% |
| Participation rate | 98.4% | 63.4%+35.0pp | 72.3%+26.1pp | 67.6%+30.8pp |
| Annual return | 14.41% | 41.66%-27.2pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $9,481 | $2,340+305.2% | $2,912+225.5% | $2,755+244.2% |
| Participant deferral / active EE | $9,794 | $3,281+198.5% | $4,319+126.8% | $4,296+128.0% |
| Admin fee / account holder | $34,637 | $4,981+595.3% | $7,386+369.0% | $6,918+400.7% |