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 8-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 | $61,099 | $183,963-66.8% | $162,163-62.3% | $152,861-60.0% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.4%+13.2pp |
| Annual return | -7.08% | 150.76%-157.8pp | 115.59%-122.7pp | 345.32%-352.4pp |
| Employer contribution / active EE | $4,350 | $6,371-31.7% | $5,614-22.5% | $4,762-8.7% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,881 | $13,121-78.0% | $10,843-73.4% | $11,596-75.2% |