Filed March 9, 2020 (most recent of 2 filings on file)
Total covered: 6 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 9-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 | $84,666 | $85,766-1.3% | $136,294-37.9% | $70,131+20.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 34.18% | 31.45%+2.7pp | 5155.94%-5121.8pp | 73.14%-39.0pp |
| Employer contribution / active EE | $3,535 | $2,966+19.2% | $4,695-24.7% | $2,342+50.9% |
| Participant deferral / active EE | $9,091 | $5,051+80.0% | $6,247+45.5% | $3,332+172.9% |
| Admin fee / account holder | $431 | $5,420-92.0% | $9,243-95.3% | $4,645-90.7% |