Filed October 17, 2019 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,738 | $110,094-76.6% | $151,611-83.0% | $68,494-62.4% |
| Participation rate | 77.6% | 84.0%-6.4pp | 87.5%-9.9pp | 67.9%+9.7pp |
| Annual return | -9.19% | -10.12%+0.9pp | 3.33%-12.5pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,726 | $4,471-61.4% | $6,166-72.0% | $2,596-33.5% |
| Participant deferral / active EE | $3,778 | $6,527-42.1% | $8,363-54.8% | $4,027-6.2% |
| Admin fee / account holder | $1,102 | $7,719-85.7% | $11,616-90.5% | $5,403-79.6% |