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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,162 | $109,359-2.9% | $162,163-34.5% | $72,985+45.5% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 11.13% | 25.46%-14.3pp | 115.59%-104.5pp | 81.00%-69.9pp |
| Employer contribution / active EE | $1,759 | $3,907-55.0% | $5,614-68.7% | $2,440-27.9% |
| Participant deferral / active EE | $3,599 | $5,481-34.3% | $7,298-50.7% | $3,607-0.2% |
| Admin fee / account holder | $598 | $7,972-92.5% | $10,843-94.5% | $5,124-88.3% |