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 | $206,439 | $60,124+243.4% | $90,404+128.4% | $79,858+158.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.06% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $9,950 | $2,068+381.2% | $3,262+205.0% | $2,471+302.7% |
| Participant deferral / active EE | $7,728 | $2,938+163.0% | $3,963+95.0% | $3,740+106.6% |
| Admin fee / account holder | $4,954 | $3,976+24.6% | $5,611-11.7% | $5,306-6.6% |