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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,615 | $63,346+43.0% | $92,233-1.8% | $70,131+29.2% |
| Participation rate | 70.9% | 68.7%+2.2pp | 76.5%-5.6pp | 69.5%+1.4pp |
| Annual return | -9.42% | 530.12%-539.5pp | 176.28%-185.7pp | 73.14%-82.6pp |
| Employer contribution / active EE | $2,355 | $2,471-4.7% | $3,679-36.0% | $2,342+0.5% |
| Participant deferral / active EE | $4,844 | $2,854+69.7% | $3,897+24.3% | $3,332+45.4% |
| Admin fee / account holder | $2,981 | $3,840-22.4% | $5,194-42.6% | $4,645-35.8% |