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 | $93,482 | $89,355+4.6% | $141,162-33.8% | $72,985+28.1% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.0pp | 69.5%+22.0pp |
| Annual return | 24.50% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,055 | $3,114-1.9% | $4,735-35.5% | $2,440+25.2% |
| Participant deferral / active EE | $7,101 | $5,418+31.1% | $6,709+5.8% | $3,607+96.9% |
| Admin fee / account holder | $375 | $5,958-93.7% | $10,261-96.3% | $5,124-92.7% |