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 | $116,745 | $58,264+100.4% | $86,612+34.8% | $71,457+63.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 22.18% | 21.63%+0.5pp | 591.07%-568.9pp | 28.85%-6.7pp |
| Employer contribution / active EE | $5,952 | $2,574+131.2% | $3,022+96.9% | $2,588+130.0% |
| Participant deferral / active EE | $7,870 | $3,436+129.0% | $4,438+77.3% | $4,289+83.5% |
| Admin fee / account holder | $4,739 | $1,057+348.3% | $5,614-15.6% | $1,587+198.6% |