Filed January 23, 2018 (most recent of 2 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 | $107,484 | $53,127+102.3% | $86,590+24.1% | $70,131+53.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.74% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,078 | $2,068+193.9% | $2,839+114.1% | $2,342+159.5% |
| Participant deferral / active EE | $9,818 | $2,696+264.2% | $3,609+172.1% | $3,332+194.7% |
| Admin fee / account holder | $6,564 | $3,585+83.1% | $4,906+33.8% | $4,645+41.3% |