Filed June 29, 2021 (most recent of 2 filings on file)
Total covered: 4 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.
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 | $132,066 | $167,484-21.1% | $151,611-12.9% | $134,475-1.8% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.5%+3.8pp | 81.2%+10.1pp |
| Annual return | -17.14% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $8,383 | $6,829+22.8% | $6,166+36.0% | $4,740+76.9% |
| Participant deferral / active EE | $5,059 | $8,986-43.7% | $8,363-39.5% | $6,400-20.9% |
| Admin fee / account holder | $21,599 | $13,783+56.7% | $11,616+85.9% | $11,426+89.0% |