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 | $109,896 | $148,978-26.2% | $200,582-45.2% | $84,808+29.6% |
| Participation rate | 97.4% | 84.2%+13.2pp | 86.9%+10.6pp | 68.3%+29.1pp |
| Annual return | 21.16% | 28.16%-7.0pp | 42.33%-21.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,861 | $4,815-40.6% | $6,419-55.4% | $2,631+8.8% |
| Participant deferral / active EE | $4,629 | $7,142-35.2% | $9,331-50.4% | $4,212+9.9% |
| Admin fee / account holder | $8,258 | $13,977-40.9% | $16,305-49.4% | $7,344+12.4% |