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 | $123,503 | $98,750+25.1% | $149,696-17.5% | $79,858+54.7% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,559 | $3,216+41.7% | $4,644-1.8% | $2,471+84.5% |
| Participant deferral / active EE | $8,941 | $5,680+57.4% | $6,842+30.7% | $3,740+139.1% |
| Admin fee / account holder | $5,469 | $6,053-9.6% | $9,309-41.2% | $5,306+3.1% |