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 | $149,871 | $48,076+211.7% | $78,689+90.5% | $62,891+138.3% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 7.86% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $11,986 | $2,015+494.9% | $2,851+320.5% | $2,281+425.5% |
| Participant deferral / active EE | $6,375 | $2,588+146.3% | $3,517+81.3% | $3,203+99.0% |
| Admin fee / account holder | $1,039 | $3,207-67.6% | $4,510-77.0% | $4,296-75.8% |