Filed January 10, 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 8-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 | $43,416 | $226,064-80.8% | $182,532-76.2% | $152,861-71.6% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.0%-7.4pp | 82.4%-11.9pp |
| Annual return | 357.44% | 192.51%+164.9pp | 148.54%+208.9pp | 345.32%+12.1pp |
| Employer contribution / active EE | $1,785 | $4,978-64.1% | $4,076-56.2% | $4,762-62.5% |
| Participant deferral / active EE | $4,722 | $6,368-25.8% | $5,524-14.5% | $5,850-19.3% |
| Admin fee / account holder | $2,328 | $10,703-78.2% | $8,592-72.9% | $11,596-79.9% |