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.)
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 | $36,288 | $109,359-66.8% | $162,163-77.6% | $72,985-50.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.75% | 25.46%+0.3pp | 115.59%-89.8pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,693 | $3,907-56.7% | $5,614-69.8% | $2,440-30.6% |
| Participant deferral / active EE | $2,408 | $5,481-56.1% | $7,298-67.0% | $3,607-33.3% |
| Admin fee / account holder | $687 | $7,972-91.4% | $10,843-93.7% | $5,124-86.6% |