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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,623 | $54,705+392.9% | $71,209+278.6% | $84,808+217.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.96% | 35.90%-22.9pp | 282.51%-269.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $10,217 | $2,158+373.5% | $2,721+275.5% | $2,631+288.3% |
| Participant deferral / active EE | $11,239 | $3,030+270.9% | $4,175+169.2% | $4,212+166.9% |
| Admin fee / account holder | $64,190 | $4,863+1219.9% | $5,349+1100.1% | $7,344+774.1% |