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 | $110,311 | $110,094+0.2% | $151,611-27.2% | $68,494+61.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -15.23% | -10.12%-5.1pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,644 | $4,471-40.9% | $6,166-57.1% | $2,596+1.8% |
| Participant deferral / active EE | $4,881 | $6,527-25.2% | $8,363-41.6% | $4,027+21.2% |
| Admin fee / account holder | $8,882 | $7,719+15.1% | $11,616-23.5% | $5,403+64.4% |