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 | $129,726 | $148,978-12.9% | $200,582-35.3% | $84,808+53.0% |
| Participation rate | 80.2% | 84.2%-4.0pp | 86.9%-6.7pp | 68.3%+11.9pp |
| Annual return | 14.27% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,807 | $4,815-20.9% | $6,419-40.7% | $2,631+44.7% |
| Participant deferral / active EE | $2,944 | $7,142-58.8% | $9,331-68.4% | $4,212-30.1% |
| Admin fee / account holder | $9,276 | $13,977-33.6% | $16,305-43.1% | $7,344+26.3% |