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 | $105,724 | $123,793-14.6% | $177,821-40.5% | $79,858+32.4% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 6.60% | 22.82%-16.2pp | 48.32%-41.7pp | 31.71%-25.1pp |
| Employer contribution / active EE | $2,245 | $4,095-45.2% | $5,918-62.1% | $2,471-9.2% |
| Participant deferral / active EE | $4,436 | $5,956-25.5% | $7,714-42.5% | $3,740+18.6% |
| Admin fee / account holder | $3,015 | $7,243-58.4% | $12,427-75.7% | $5,306-43.2% |