Filed April 28, 2020 (most recent of 5 filings on file)
Total covered: 8 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,339 | $77,813+35.4% | $123,544-14.7% | $64,186+64.1% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | 4.04% | 12.48%-8.4pp | 119.20%-115.2pp | 7.63%-3.6pp |
| Employer contribution / active EE | $4,017 | $3,014+33.3% | $4,628-13.2% | $2,381+68.7% |
| Participant deferral / active EE | $11,700 | $5,240+123.3% | $6,426+82.1% | $3,470+237.2% |
| Admin fee / account holder | $10,365 | $5,519+87.8% | $9,284+11.6% | $4,888+112.0% |