Filed June 12, 2020
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 5-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 | $86,339 | $54,762+57.7% | $90,281-4.4% | $72,985+18.3% |
| Participation rate | 84.0% | 65.1%+18.9pp | 73.3%+10.7pp | 69.5%+14.5pp |
| Annual return | 43.30% | 30.63%+12.7pp | 78.10%-34.8pp | 81.00%-37.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,617 | $2,887+129.2% | $3,885+70.3% | $3,607+83.4% |
| Admin fee / account holder | $2,111 | $3,972-46.9% | $5,351-60.6% | $5,124-58.8% |