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 | $96,322 | $138,347-30.4% | $184,203-47.7% | $80,856+19.1% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 15.29% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,615 | $4,850-25.5% | $6,427-43.8% | $2,755+31.2% |
| Participant deferral / active EE | $4,971 | $7,071-29.7% | $9,131-45.6% | $4,296+15.7% |
| Admin fee / account holder | $11,302 | $10,483+7.8% | $13,901-18.7% | $6,918+63.4% |