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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,556 | $138,347+119.4% | $184,203+64.8% | $80,856+275.4% |
| Participation rate | 90.4% | 83.9%+6.5pp | 86.8%+3.6pp | 67.6%+22.7pp |
| Annual return | 14.92% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $12,676 | $4,850+161.3% | $6,427+97.2% | $2,755+360.1% |
| Participant deferral / active EE | $10,158 | $7,071+43.7% | $9,131+11.2% | $4,296+136.5% |
| Admin fee / account holder | $15,159 | $10,483+44.6% | $13,901+9.0% | $6,918+119.1% |