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.
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 | $45,618 | $48,076-5.1% | $78,689-42.0% | $62,891-27.5% |
| Participation rate | 72.3% | 65.2%+7.1pp | 73.6%-1.2pp | 69.3%+3.0pp |
| Annual return | 5.08% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $470 | $2,015-76.7% | $2,851-83.5% | $2,281-79.4% |
| Participant deferral / active EE | $2,419 | $2,588-6.5% | $3,517-31.2% | $3,203-24.5% |
| Admin fee / account holder | $19,200 | $3,207+498.6% | $4,510+325.7% | $4,296+347.0% |