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 | $244,050 | $109,359+123.2% | $162,163+50.5% | $72,985+234.4% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.6%+4.1pp | 69.5%+22.2pp |
| Annual return | 19.55% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $11,813 | $3,907+202.3% | $5,614+110.4% | $2,440+384.2% |
| Participant deferral / active EE | $9,173 | $5,481+67.3% | $7,298+25.7% | $3,607+154.3% |
| Admin fee / account holder | $37,903 | $7,972+375.5% | $10,843+249.6% | $5,124+639.7% |