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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,464 | $123,793-42.3% | $177,821-59.8% | $79,858-10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.97% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,479 | $4,095-39.5% | $5,918-58.1% | $2,471+0.3% |
| Participant deferral / active EE | $3,784 | $5,956-36.5% | $7,714-50.9% | $3,740+1.2% |
| Admin fee / account holder | $6,802 | $7,243-6.1% | $12,427-45.3% | $5,306+28.2% |