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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,527 | $104,251+117.3% | $91,001+148.9% | $147,584+53.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.46% | 27.06%-7.6pp | 4.60%+14.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $9,534 | $3,116+206.0% | $2,456+288.3% | $4,876+95.5% |
| Participant deferral / active EE | $8,298 | $4,195+97.8% | $3,547+133.9% | $5,439+52.6% |
| Admin fee / account holder | $28,527 | $8,948+218.8% | $5,417+426.6% | $10,885+162.1% |