Filed August 28, 2019 (most recent of 3 filings on file)
Total covered: 65 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 | $94,873 | $49,177+92.9% | $79,464+19.4% | $64,186+47.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.71% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,417 | $2,076+160.9% | $2,800+93.4% | $2,381+127.5% |
| Participant deferral / active EE | $7,059 | $2,821+150.2% | $3,704+90.6% | $3,470+103.5% |
| Admin fee / account holder | $8,359 | $3,839+117.8% | $5,113+63.5% | $4,888+71.0% |