Filed March 23, 2018 (most recent of 2 filings on file)
Total covered: 3 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 | $101,458 | $94,529+7.3% | $140,016-27.5% | $64,186+58.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | 0.63% | 7.77%-7.1pp | 651.12%-650.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,711 | $3,812-55.1% | $5,606-69.5% | $2,381-28.1% |
| Participant deferral / active EE | $4,107 | $5,250-21.8% | $6,927-40.7% | $3,470+18.4% |
| Admin fee / account holder | $1,380 | $6,741-79.5% | $10,705-87.1% | $4,888-71.8% |