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 | $166,655 | $82,664+101.6% | $125,339+33.0% | $68,494+143.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $10,947 | $3,381+223.8% | $4,814+127.4% | $2,596+321.7% |
| Participant deferral / active EE | $8,712 | $6,110+42.6% | $7,446+17.0% | $4,027+116.3% |
| Admin fee / account holder | $28,606 | $6,275+355.8% | $10,010+185.8% | $5,403+429.5% |