Filed January 2, 2018
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 9-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,401 | $55,449-36.2% | $83,848-57.8% | $56,287-37.1% |
| Participation rate | 96.6% | 68.0%+28.5pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | 156.32% | -1.38%+157.7pp | 850.88%-694.6pp | -9.96%+166.3pp |
| Employer contribution / active EE | $7,119 | $2,430+192.9% | $3,631+96.1% | $2,111+237.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,613 | $656+298.3% | $5,478-52.3% | $521+401.6% |