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 | $190,932 | $148,978+28.2% | $200,582-4.8% | $84,808+125.1% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 16.79% | 28.16%-11.4pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,822 | $4,815-41.4% | $6,419-56.0% | $2,631+7.3% |
| Participant deferral / active EE | $5,818 | $7,142-18.5% | $9,331-37.6% | $4,212+38.1% |
| Admin fee / account holder | $2,933 | $13,977-79.0% | $16,305-82.0% | $7,344-60.1% |