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 | $66,082 | $190,805-65.4% | $159,960-58.7% | $134,475-50.9% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -19.95% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,400 | $4,995-52.0% | $4,226-43.2% | $4,740-49.4% |
| Participant deferral / active EE | $6,730 | $6,923-2.8% | $6,182+8.9% | $6,400+5.2% |
| Admin fee / account holder | $806 | $10,471-92.3% | $8,698-90.7% | $11,426-92.9% |