Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 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 7-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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,435 | $96,137+215.6% | $136,007+123.1% | $80,874+275.2% |
| Participation rate | 77.4% | 71.2%+6.2pp | 76.5%+1.0pp | 67.6%+9.8pp |
| Annual return | 14.04% | 28.70%-14.7pp | 579.32%-565.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,055 | $3,350-8.8% | $4,215-27.5% | $2,756+10.9% |
| Participant deferral / active EE | $7,680 | $5,706+34.6% | $7,024+9.3% | $4,297+78.7% |
| Admin fee / account holder | $2,402 | $8,236-70.8% | $6,858-65.0% | $6,935-65.4% |