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 | $54,705+246.6% | $71,209+166.2% | $84,808+123.6% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 14.73% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $17,681 | $2,158+719.4% | $2,721+549.8% | $2,631+572.0% |
| Participant deferral / active EE | $9,184 | $3,030+203.1% | $4,175+120.0% | $4,212+118.1% |
| Admin fee / account holder | $32,892 | $4,863+576.3% | $5,349+514.9% | $7,344+347.9% |