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 | $103,936 | $82,664+25.7% | $125,339-17.1% | $68,494+51.7% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,124 | $3,381+51.6% | $4,814+6.5% | $2,596+97.4% |
| Participant deferral / active EE | $12,594 | $6,110+106.1% | $7,446+69.1% | $4,027+212.7% |
| Admin fee / account holder | $4,981 | $6,275-20.6% | $10,010-50.2% | $5,403-7.8% |