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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,445 | $138,347-52.7% | $184,203-64.5% | $80,856-19.1% |
| Participation rate | 94.8% | 83.9%+11.0pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 14.33% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,863 | $4,850-41.0% | $6,427-55.5% | $2,755+3.9% |
| Participant deferral / active EE | $4,427 | $7,071-37.4% | $9,131-51.5% | $4,296+3.1% |
| Admin fee / account holder | $3,621 | $10,483-65.5% | $13,901-73.9% | $6,918-47.7% |