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 | $116,882 | $60,124+94.4% | $90,404+29.3% | $79,858+46.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.81% | 71.94%-54.1pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,906 | $2,068+137.3% | $3,262+50.4% | $2,471+98.6% |
| Participant deferral / active EE | $6,854 | $2,938+133.3% | $3,963+72.9% | $3,740+83.3% |
| Admin fee / account holder | $15,060 | $3,976+278.7% | $5,611+168.4% | $5,306+183.8% |