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 | $160,914 | $60,124+167.6% | $90,404+78.0% | $79,858+101.5% |
| Participation rate | 97.5% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.9pp |
| Annual return | 13.11% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,480 | $2,068+116.6% | $3,262+37.3% | $2,471+81.3% |
| Participant deferral / active EE | $11,299 | $2,938+284.5% | $3,963+185.1% | $3,740+202.1% |
| Admin fee / account holder | $11,707 | $3,976+194.4% | $5,611+108.7% | $5,306+120.6% |