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 | $124,983 | $93,571+33.6% | $135,903-8.0% | $75,163+66.3% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 18.15% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,307 | $3,537+78.3% | $4,856+29.9% | $2,670+136.3% |
| Participant deferral / active EE | $16,024 | $6,404+150.2% | $7,758+106.6% | $4,125+288.5% |
| Admin fee / account holder | $7,772 | $6,975+11.4% | $10,762-27.8% | $5,651+37.5% |