Filed November 4, 2020 (most recent of 2 filings on file)
Total covered: 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,603 | $94,529-20.0% | $140,016-46.0% | $64,186+17.8% |
| Participation rate | 79.3% | 84.1%-4.8pp | 87.5%-8.2pp | 69.6%+9.7pp |
| Annual return | -5.19% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,311 | $3,812-13.2% | $5,606-40.9% | $2,381+39.1% |
| Participant deferral / active EE | $2,082 | $5,250-60.3% | $6,927-69.9% | $3,470-40.0% |
| Admin fee / account holder | $11,384 | $6,741+68.9% | $10,705+6.3% | $4,888+132.9% |