Filed March 11, 2019 (most recent of 3 filings on file)
Total covered: 4 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 | $117,170 | $48,076+143.7% | $78,689+48.9% | $62,891+86.3% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.6%+25.0pp | 69.3%+29.3pp |
| Annual return | 9.58% | 31.35%-21.8pp | 62.18%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $9,031 | $2,015+348.3% | $2,851+216.8% | $2,281+296.0% |
| Participant deferral / active EE | $4,571 | $2,588+76.6% | $3,517+30.0% | $3,203+42.7% |
| Admin fee / account holder | $7,847 | $3,207+144.6% | $4,510+74.0% | $4,296+82.7% |