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 | $156,921 | $93,571+67.7% | $135,903+15.5% | $75,163+108.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.67% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $4,675 | $3,537+32.2% | $4,856-3.7% | $2,670+75.1% |
| Participant deferral / active EE | $7,931 | $6,404+23.8% | $7,758+2.2% | $4,125+92.3% |
| Admin fee / account holder | $50,671 | $6,975+626.4% | $10,762+370.8% | $5,651+796.7% |