Filed August 14, 2019 (most recent of 2 filings on file)
Total covered: 5 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 | $164,367 | $85,202+92.9% | $172,739-4.8% | $72,985+125.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.35% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,223 | $3,324+27.0% | $5,143-17.9% | $2,440+73.1% |
| Participant deferral / active EE | $3,842 | $3,260+17.8% | $5,198-26.1% | $3,607+6.5% |
| Admin fee / account holder | $2,589 | $5,884-56.0% | $13,954-81.4% | $5,124-49.5% |