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 | $180,800 | $91,190+98.3% | $178,490+1.3% | $79,858+126.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,341 | $3,256+33.3% | $5,011-13.4% | $2,471+75.7% |
| Participant deferral / active EE | $3,514 | $3,236+8.6% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $3,182 | $6,751-52.9% | $13,984-77.2% | $5,306-40.0% |