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.)
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 | $129,178 | $65,409+97.5% | $98,442+31.2% | $85,850+50.5% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.3pp | 69.3%+28.4pp |
| Annual return | 16.13% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,166 | $2,168+138.3% | $2,960+74.5% | $2,565+101.4% |
| Participant deferral / active EE | $7,301 | $3,166+130.6% | $4,276+70.7% | $3,952+84.8% |
| Admin fee / account holder | $6,983 | $4,593+52.0% | $5,949+17.4% | $6,260+11.5% |