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 | $324,434 | $105,860+206.5% | $90,749+257.5% | $134,475+141.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.30% | -11.01%+5.7pp | -12.16%+6.9pp | 417.96%-423.3pp |
| Employer contribution / active EE | $15,550 | $3,462+349.1% | $2,921+432.4% | $4,740+228.1% |
| Participant deferral / active EE | $16,406 | $5,216+214.5% | $4,564+259.5% | $6,400+156.3% |
| Admin fee / account holder | $681 | $13,938-95.1% | $8,445-91.9% | $11,426-94.0% |