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 | $54,895 | $228,332-76.0% | $185,823-70.5% | $158,922-65.5% |
| Participation rate | 81.3% | 82.3%-1.0pp | 78.0%+3.2pp | 82.0%-0.7pp |
| Annual return | 20.70% | 40.80%-20.1pp | 35.95%-15.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,771 | $4,967-64.3% | $4,087-56.7% | $4,761-62.8% |
| Participant deferral / active EE | $4,870 | $6,415-24.1% | $5,632-13.5% | $5,982-18.6% |
| Admin fee / account holder | $1,626 | $11,864-86.3% | $9,500-82.9% | $11,246-85.5% |