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 | $246,624 | $57,281+330.6% | $86,612+184.7% | $75,163+228.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.86% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $10,706 | $2,314+362.6% | $3,022+254.2% | $2,670+301.0% |
| Participant deferral / active EE | $9,815 | $3,318+195.8% | $4,438+121.2% | $4,125+137.9% |
| Admin fee / account holder | $23,872 | $4,112+480.6% | $5,614+325.2% | $5,651+322.4% |