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 | $85,972 | $109,359-21.4% | $162,163-47.0% | $72,985+17.8% |
| Participation rate | 79.3% | 84.3%-4.9pp | 87.6%-8.2pp | 69.5%+9.8pp |
| Annual return | 22.05% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,460 | $3,907-11.4% | $5,614-38.4% | $2,440+41.8% |
| Participant deferral / active EE | $2,181 | $5,481-60.2% | $7,298-70.1% | $3,607-39.5% |
| Admin fee / account holder | $3,427 | $7,972-57.0% | $10,843-68.4% | $5,124-33.1% |