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 | $84,885 | $77,813+9.1% | $123,544-31.3% | $64,186+32.2% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.3%-0.7pp | 69.6%+12.0pp |
| Annual return | -7.52% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,343 | $3,014+10.9% | $4,628-27.8% | $2,381+40.4% |
| Participant deferral / active EE | $7,611 | $5,240+45.2% | $6,426+18.4% | $3,470+119.4% |
| Admin fee / account holder | $555 | $5,519-89.9% | $9,284-94.0% | $4,888-88.6% |