Filed September 18, 2019 (most recent of 2 filings on file)
Total covered: 7 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 | $89,158 | $59,107+50.8% | $86,436+3.1% | $68,494+30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.00% | -0.23%-12.8pp | 4394.89%-4407.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $860 | $2,519-65.9% | $3,769-77.2% | $2,596-66.9% |
| Participant deferral / active EE | $5,696 | $5,901-3.5% | $6,952-18.1% | $4,027+41.4% |
| Admin fee / account holder | $11,635 | $5,637+106.4% | $6,731+72.9% | $5,403+115.3% |