Filed September 13, 2018 (most recent of 3 filings on file)
Total covered: 6 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,011 | $94,529-71.4% | $140,016-80.7% | $64,186-57.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.56% | 7.77%-15.3pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,876 | $3,812-50.8% | $5,606-66.5% | $2,381-21.2% |
| Participant deferral / active EE | $2,306 | $5,250-56.1% | $6,927-66.7% | $3,470-33.5% |
| Admin fee / account holder | $2,929 | $6,741-56.6% | $10,705-72.6% | $4,888-40.1% |