Filed June 29, 2016 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,751 | $51,638+97.0% | $68,368+48.8% | $82,448+23.4% |
| Participation rate | 57.4% | 63.6%-6.2pp | 73.8%-16.3pp | 68.1%-10.7pp |
| Annual return | 14.86% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,048 | $2,047+0.1% | $2,649-22.7% | $2,551-19.7% |
| Participant deferral / active EE | $3,551 | $2,914+21.9% | $4,123-13.9% | $4,139-14.2% |
| Admin fee / account holder | $2,738 | $4,643-41.0% | $5,150-46.8% | $7,234-62.2% |