Filed June 1, 2018
Total covered: 257 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,208 | $102,317-55.8% | $146,958-69.2% | $80,856-44.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.41% | 134.76%-125.4pp | 418.34%-408.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $884 | $3,713-76.2% | $4,933-82.1% | $2,755-67.9% |
| Participant deferral / active EE | $4,956 | $6,644-25.4% | $8,070-38.6% | $4,296+15.4% |
| Admin fee / account holder | $553 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |