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 | $143,284 | $54,762+161.6% | $90,281+58.7% | $72,985+96.3% |
| Participation rate | 97.4% | 65.1%+32.3pp | 73.3%+24.2pp | 69.5%+27.9pp |
| Annual return | 23.45% | 30.63%-7.2pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,054 | $2,092+93.8% | $2,854+42.0% | $2,440+66.2% |
| Participant deferral / active EE | $10,392 | $2,887+260.0% | $3,885+167.5% | $3,607+188.1% |
| Admin fee / account holder | $14,011 | $3,972+252.7% | $5,351+161.8% | $5,124+173.4% |