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 | $245,537 | $110,094+123.0% | $151,611+62.0% | $68,494+258.5% |
| Participation rate | 86.0% | 84.0%+2.0pp | 87.5%-1.5pp | 67.9%+18.1pp |
| Annual return | -15.73% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $11,490 | $4,471+157.0% | $6,166+86.4% | $2,596+342.6% |
| Participant deferral / active EE | $9,026 | $6,527+38.3% | $8,363+7.9% | $4,027+124.1% |
| Admin fee / account holder | $28,134 | $7,719+264.5% | $11,616+142.2% | $5,403+420.7% |