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 | $124,157 | $137,414-9.6% | $189,513-34.5% | $85,850+44.6% |
| Participation rate | 73.8% | 84.6%-10.8pp | 87.8%-14.0pp | 69.3%+4.5pp |
| Annual return | 15.28% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,888 | $4,344-10.5% | $6,162-36.9% | $2,565+51.6% |
| Participant deferral / active EE | $2,729 | $6,260-56.4% | $8,221-66.8% | $3,952-30.9% |
| Admin fee / account holder | $2,439 | $8,630-71.7% | $12,045-79.8% | $6,260-61.0% |