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 | $104,082 | $68,346+52.3% | $94,646+10.0% | $75,163+38.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.55% | 616.93%-599.4pp | 156.71%-139.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,178 | $2,701+54.7% | $3,672+13.8% | $2,670+56.5% |
| Participant deferral / active EE | $6,592 | $6,537+0.8% | $7,418-11.1% | $4,125+59.8% |
| Admin fee / account holder | $10,657 | $5,326+100.1% | $7,231+47.4% | $5,651+88.6% |