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 | $220,094 | $54,350+305.0% | $82,719+166.1% | $68,494+221.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.44% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $10,687 | $2,218+381.8% | $3,009+255.2% | $2,596+311.6% |
| Participant deferral / active EE | $9,055 | $3,246+178.9% | $4,395+106.0% | $4,027+124.8% |
| Admin fee / account holder | $7,345 | $4,395+67.1% | $5,329+37.8% | $5,403+36.0% |