Filed June 12, 2018 (most recent of 3 filings on file)
Total covered: 3 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 | $189,588 | $51,638+267.2% | $68,368+177.3% | $82,448+129.9% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 14.73% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $17,681 | $2,047+764.0% | $2,649+567.5% | $2,551+593.1% |
| Participant deferral / active EE | $9,184 | $2,914+215.2% | $4,123+122.8% | $4,139+121.9% |
| Admin fee / account holder | $32,892 | $4,643+608.3% | $5,150+538.7% | $7,234+354.7% |