Filed September 4, 2015 (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 | $214,001 | $90,600+136.2% | $79,464+169.3% | $135,375+58.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $9,378 | $3,068+205.7% | $2,800+234.9% | $4,779+96.2% |
| Participant deferral / active EE | $8,194 | $4,050+102.3% | $3,704+121.2% | $5,609+46.1% |
| Admin fee / account holder | $19,677 | $5,907+233.1% | $5,113+284.8% | $10,827+81.7% |