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 | $228,395 | $116,175+96.6% | $93,606+144.0% | $152,861+49.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.94% | 35.96%-14.0pp | 32.76%-10.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $9,146 | $3,218+184.2% | $2,718+236.5% | $4,762+92.1% |
| Participant deferral / active EE | $10,441 | $4,603+126.8% | $4,069+156.6% | $5,850+78.5% |
| Admin fee / account holder | $6,917 | $10,748-35.6% | $7,888-12.3% | $11,596-40.4% |