Filed December 20, 2018 (most recent of 4 filings on file)
Total covered: 2 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 | $241,208 | $100,041+141.1% | $149,718+61.1% | $70,131+243.9% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 17.05% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $10,955 | $3,662+199.2% | $5,445+101.2% | $2,342+367.7% |
| Participant deferral / active EE | $9,587 | $4,983+92.4% | $6,569+45.9% | $3,332+187.7% |
| Admin fee / account holder | $8,686 | $8,286+4.8% | $11,283-23.0% | $4,645+87.0% |