Filed August 23, 2019 (most recent of 2 filings on file)
Total covered: 11 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,482 | $266,879-77.0% | $149,718-58.9% | - |
| Participation rate | 77.8% | 82.4%-4.6pp | 87.1%-9.3pp | - |
| Annual return | 15.98% | 8.05%+7.9pp | 1501.63%-1485.6pp | - |
| Employer contribution / active EE | $2,314 | $3,117-25.8% | $5,445-57.5% | - |
| Participant deferral / active EE | $4,684 | $4,642+0.9% | $6,569-28.7% | - |
| Admin fee / account holder | $11,672 | $11,107+5.1% | $11,283+3.4% | - |