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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,194 | $123,793-65.1% | $177,821-75.7% | $79,858-45.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.85% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,968 | $4,095-52.0% | $5,918-66.8% | $2,471-20.4% |
| Participant deferral / active EE | $2,520 | $5,956-57.7% | $7,714-67.3% | $3,740-32.6% |
| Admin fee / account holder | $1,073 | $7,243-85.2% | $12,427-91.4% | $5,306-79.8% |