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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,016 | $81,233-81.5% | $155,567-90.3% | $80,874-81.4% |
| Participation rate | 65.4% | 66.2%-0.8pp | 78.2%-12.8pp | 67.6%-2.2pp |
| Annual return | 11.09% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,069 | $3,452-69.0% | $5,628-81.0% | $4,297-75.1% |
| Admin fee / account holder | $893 | $7,998-88.8% | $15,916-94.4% | $6,935-87.1% |