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 | $177,264 | $102,317+73.3% | $146,958+20.6% | $80,856+119.2% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 38.98% | 134.76%-95.8pp | 418.34%-379.4pp | 35.59%+3.4pp |
| Employer contribution / active EE | $6,486 | $3,713+74.7% | $4,933+31.5% | $2,755+135.4% |
| Participant deferral / active EE | $15,339 | $6,644+130.9% | $8,070+90.1% | $4,296+257.1% |
| Admin fee / account holder | $13,442 | $7,941+69.3% | $12,998+3.4% | $6,918+94.3% |