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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,801 | $54,705+502.9% | $71,209+363.1% | $84,808+288.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.10% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $12,565 | $2,158+482.3% | $2,721+361.8% | $2,631+377.6% |
| Participant deferral / active EE | $12,440 | $3,030+310.5% | $4,175+198.0% | $4,212+195.4% |
| Admin fee / account holder | $18,631 | $4,863+283.1% | $5,349+248.3% | $7,344+153.7% |