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 | $136,957 | $137,414-0.3% | $189,513-27.7% | $85,850+59.5% |
| Participation rate | 82.1% | 84.6%-2.5pp | 87.8%-5.7pp | 69.3%+12.8pp |
| Annual return | 21.80% | 38.14%-16.3pp | 555.15%-533.4pp | 318.53%-296.7pp |
| Employer contribution / active EE | $2,765 | $4,344-36.4% | $6,162-55.1% | $2,565+7.8% |
| Participant deferral / active EE | $5,178 | $6,260-17.3% | $8,221-37.0% | $3,952+31.0% |
| Admin fee / account holder | $12,983 | $8,630+50.4% | $12,045+7.8% | $6,260+107.4% |