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 | $151,335 | $185,822-18.6% | $169,993-11.0% | $139,434+8.5% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 14.63% | 60.50%-45.9pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,218 | $7,590-18.1% | $6,785-8.4% | $4,751+30.9% |
| Participant deferral / active EE | $5,038 | $11,622-56.7% | $10,408-51.6% | $6,710-24.9% |
| Admin fee / account holder | $10,421 | $15,381-32.2% | $12,815-18.7% | $11,403-8.6% |