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 | $186,593 | $214,378-13.0% | $200,582-7.0% | $142,382+31.1% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 15.88% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,228 | $6,841+49.5% | $6,419+59.3% | $4,299+137.9% |
| Participant deferral / active EE | $5,761 | $9,865-41.6% | $9,331-38.3% | $6,507-11.5% |
| Admin fee / account holder | $4,648 | $17,692-73.7% | $16,305-71.5% | $12,624-63.2% |