Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,564 | $133,922+297.7% | $116,228+358.2% | $142,382+274.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | -5.33% | 147.76%-153.1pp | 90.06%-95.4pp | 217.08%-222.4pp |
| Employer contribution / active EE | $14,450 | $3,446+319.4% | $2,994+382.6% | $4,299+236.1% |
| Participant deferral / active EE | $13,796 | $5,672+143.2% | $4,953+178.5% | $6,507+112.0% |
| Admin fee / account holder | $8,404 | $14,945-43.8% | $11,989-29.9% | $12,624-33.4% |