Filed April 5, 2018 (most recent of 2 filings on file)
Total covered: 10 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,736 | $56,897+5.0% | $84,750-29.5% | $62,891-5.0% |
| Participation rate | 71.6% | 68.5%+3.1pp | 76.6%-5.0pp | 69.3%+2.3pp |
| Annual return | 6.43% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,015 | $2,400+67.3% | $3,574+12.3% | $2,281+76.0% |
| Participant deferral / active EE | $4,247 | $2,709+56.8% | $3,712+14.4% | $3,203+32.6% |
| Admin fee / account holder | $11,172 | $3,581+212.0% | $5,332+109.5% | $4,296+160.1% |