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 | $86,928 | $137,414-36.7% | $189,513-54.1% | $85,850+1.3% |
| Participation rate | 95.9% | 84.6%+11.3pp | 87.8%+8.1pp | 69.3%+26.6pp |
| Annual return | 16.35% | 38.14%-21.8pp | 555.15%-538.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,617 | $4,344-39.8% | $6,162-57.5% | $2,565+2.0% |
| Participant deferral / active EE | $3,896 | $6,260-37.8% | $8,221-52.6% | $3,952-1.4% |
| Admin fee / account holder | $6,889 | $8,630-20.2% | $12,045-42.8% | $6,260+10.1% |