Filed June 18, 2019 (most recent of 3 filings on file)
Total covered: 2 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 | $199,780 | $72,177+176.8% | $115,037+73.7% | $59,632+235.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.53% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $10,930 | $2,841+284.7% | $4,608+137.2% | $2,203+396.2% |
| Participant deferral / active EE | $9,104 | $4,783+90.4% | $6,026+51.1% | $3,192+185.3% |
| Admin fee / account holder | $749 | $4,927-84.8% | $8,175-90.8% | $4,297-82.6% |