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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,854 | $79,523-38.6% | $140,016-65.1% | $56,287-13.2% |
| Participation rate | 94.3% | 85.7%+8.6pp | 87.5%+6.8pp | 69.9%+24.4pp |
| Annual return | -4.38% | 2.39%-6.8pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,095 | $3,350-7.6% | $5,606-44.8% | $2,111+46.6% |
| Participant deferral / active EE | $5,611 | $5,129+9.4% | $6,927-19.0% | $3,350+67.5% |
| Admin fee / account holder | $7,323 | $614+1092.1% | $10,705-31.6% | $521+1305.8% |