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 | $116,799 | $101,317+15.3% | $146,958-20.5% | $74,495+56.8% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.6pp | 67.2%+7.3pp |
| Annual return | 17.76% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,270 | $3,810-14.2% | $4,933-33.7% | $2,623+24.7% |
| Participant deferral / active EE | $6,996 | $7,303-4.2% | $8,070-13.3% | $4,346+61.0% |
| Admin fee / account holder | $2,524 | $1,739+45.1% | $12,998-80.6% | $1,942+30.0% |