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 | $177,427 | $73,867+140.2% | $143,757+23.4% | $68,494+159.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.27% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,994 | $3,184+56.8% | $4,951+0.9% | $2,596+92.3% |
| Participant deferral / active EE | $4,319 | $3,384+27.6% | $5,637-23.4% | $4,027+7.2% |
| Admin fee / account holder | $6,693 | $5,755+16.3% | $14,673-54.4% | $5,403+23.9% |