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 | $229,337 | $81,248+182.3% | $155,509+47.5% | $80,856+183.6% |
| Participation rate | 98.8% | 66.2%+32.6pp | 78.2%+20.6pp | 67.6%+31.2pp |
| Annual return | 11.67% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,975 | $3,100+60.5% | $4,672+6.5% | $2,755+80.6% |
| Participant deferral / active EE | $4,533 | $3,452+31.3% | $5,626-19.4% | $4,296+5.5% |
| Admin fee / account holder | $5,238 | $7,997-34.5% | $15,912-67.1% | $6,918-24.3% |