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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,612 | $127,777+148.6% | $106,548+198.1% | $167,490+89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.93% | 33.87%-10.9pp | 26.80%-3.9pp | 478.56%-455.6pp |
| Employer contribution / active EE | $17,608 | $3,427+413.9% | $2,819+524.6% | $4,837+264.0% |
| Participant deferral / active EE | $14,678 | $5,087+188.5% | $4,398+233.7% | $6,341+131.5% |
| Admin fee / account holder | $52,708 | $11,228+369.4% | $7,407+611.6% | $12,309+328.2% |