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 | $181,075 | $99,032+82.8% | $80,019+126.3% | $135,375+33.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.41% | 15.39%-20.8pp | 11.22%-16.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $14,000 | $3,043+360.0% | $2,468+467.3% | $4,779+193.0% |
| Participant deferral / active EE | $11,553 | $4,282+169.8% | $3,686+213.5% | $5,609+106.0% |
| Admin fee / account holder | $38,780 | $10,436+271.6% | $6,521+494.7% | $10,827+258.2% |