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 | $78,341 | $148,978-47.4% | $200,582-60.9% | $84,808-7.6% |
| Participation rate | 91.8% | 84.2%+7.6pp | 86.9%+4.9pp | 68.3%+23.5pp |
| Annual return | 19.61% | 28.16%-8.5pp | 42.33%-22.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,654 | $4,815-44.9% | $6,419-58.7% | $2,631+0.9% |
| Participant deferral / active EE | $4,657 | $7,142-34.8% | $9,331-50.1% | $4,212+10.6% |
| Admin fee / account holder | $1,768 | $13,977-87.4% | $16,305-89.2% | $7,344-75.9% |