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 | $86,766 | $125,758-31.0% | $169,993-49.0% | $75,163+15.4% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.0%+8.9pp | 67.2%+28.7pp |
| Annual return | 18.93% | 27.20%-8.3pp | 53.37%-34.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,487 | $4,615-24.4% | $6,785-48.6% | $2,670+30.6% |
| Participant deferral / active EE | $4,688 | $6,837-31.4% | $10,408-55.0% | $4,125+13.6% |
| Admin fee / account holder | $1,758 | $8,173-78.5% | $12,815-86.3% | $5,651-68.9% |