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 | $204,262 | $77,899+162.2% | $149,673+36.5% | $75,163+171.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.71% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $5,242 | $3,137+67.1% | $4,818+8.8% | $2,670+96.4% |
| Participant deferral / active EE | $4,536 | $3,411+33.0% | $5,680-20.1% | $4,125+10.0% |
| Admin fee / account holder | $810 | $5,956-86.4% | $13,210-93.9% | $5,651-85.7% |