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 | $115,282 | $54,762+110.5% | $90,281+27.7% | $72,985+58.0% |
| Participation rate | 96.9% | 65.1%+31.8pp | 73.3%+23.7pp | 69.5%+27.4pp |
| Annual return | 30.08% | 30.63%-0.6pp | 78.10%-48.0pp | 81.00%-50.9pp |
| Employer contribution / active EE | $5,550 | $2,092+165.3% | $2,854+94.5% | $2,440+127.5% |
| Participant deferral / active EE | $7,335 | $2,887+154.1% | $3,885+88.8% | $3,607+103.3% |
| Admin fee / account holder | $5,536 | $3,972+39.4% | $5,351+3.4% | $5,124+8.0% |