Filed July 16, 2018
Total covered: 2 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,024 | $81,900+33.1% | $119,609-8.8% | $68,494+59.2% |
| Participation rate | 91.0% | 71.9%+19.1pp | 79.3%+11.8pp | 67.9%+23.1pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,510 | $2,693+67.5% | $4,232+6.6% | $2,596+73.7% |
| Participant deferral / active EE | $6,269 | $4,148+51.1% | $5,602+11.9% | $4,027+55.7% |
| Admin fee / account holder | $982 | $6,582-85.1% | $10,323-90.5% | $5,403-81.8% |