Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,741 | $77,634-44.9% | $156,549-72.7% | $62,891-32.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.59% | 50.32%-46.7pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,718 | $3,444-50.1% | $5,501-68.8% | $2,281-24.7% |
| Participant deferral / active EE | $4,059 | $3,045+33.3% | $4,871-16.7% | $3,203+26.7% |
| Admin fee / account holder | $2,609 | $5,561-53.1% | $13,027-80.0% | $4,296-39.3% |