Filed September 11, 2020 (most recent of 10 filings on file)
Total covered: 17 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 | $66,675 | $109,359-39.0% | $162,163-58.9% | $72,985-8.6% |
| Participation rate | 98.6% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.1pp |
| Annual return | 21.10% | 25.46%-4.4pp | 115.59%-94.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,613 | $3,907-33.1% | $5,614-53.5% | $2,440+7.1% |
| Participant deferral / active EE | $4,082 | $5,481-25.5% | $7,298-44.1% | $3,607+13.2% |
| Admin fee / account holder | $15,582 | $7,972+95.5% | $10,843+43.7% | $5,124+204.1% |