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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,281 | $110,094-58.0% | $151,611-69.5% | $68,494-32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.49% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,104 | $4,471-52.9% | $6,166-65.9% | $2,596-19.0% |
| Participant deferral / active EE | $3,293 | $6,527-49.6% | $8,363-60.6% | $4,027-18.2% |
| Admin fee / account holder | $3,027 | $7,719-60.8% | $11,616-73.9% | $5,403-44.0% |