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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,622 | $118,680+91.8% | $98,907+130.1% | $158,922+43.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.49% | 372.35%-355.9pp | 196.43%-179.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $12,939 | $3,333+288.2% | $2,689+381.2% | $4,761+171.8% |
| Participant deferral / active EE | $11,060 | $5,088+117.4% | $4,244+160.6% | $5,982+84.9% |
| Admin fee / account holder | $2,144 | $10,131-78.8% | $6,642-67.7% | $11,246-80.9% |