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 | $62,713 | $227,553-72.4% | $189,557-66.9% | $167,490-62.6% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.8pp |
| Annual return | 15.93% | 78.40%-62.5pp | 64.17%-48.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,331 | $5,316-56.2% | $4,412-47.2% | $4,837-51.8% |
| Participant deferral / active EE | $5,935 | $7,002-15.2% | $6,174-3.9% | $6,341-6.4% |
| Admin fee / account holder | $530 | $11,878-95.5% | $9,807-94.6% | $12,309-95.7% |