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 | $141,072 | $125,758+12.2% | $169,993-17.0% | $75,163+87.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 21.56% | 27.20%-5.6pp | 53.37%-31.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,575 | $4,615-44.2% | $6,785-62.1% | $2,670-3.6% |
| Participant deferral / active EE | $5,240 | $6,837-23.4% | $10,408-49.6% | $4,125+27.0% |
| Admin fee / account holder | $483 | $8,173-94.1% | $12,815-96.2% | $5,651-91.5% |