Filed December 13, 2019 (most recent of 2 filings on file)
Total covered: 6 employees
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,889 | $90,674+358.7% | $96,707+330.1% | $82,448+404.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 24.09% | 49.05%-25.0pp | 34.78%-10.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $23,179 | $3,975+483.2% | $4,191+453.0% | $2,551+808.6% |
| Participant deferral / active EE | $18,666 | $5,696+227.7% | $5,997+211.3% | $4,139+350.9% |
| Admin fee / account holder | $9,851 | $7,568+30.2% | $7,503+31.3% | $7,234+36.2% |