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 | $82,753 | $202,432-59.1% | $169,368-51.1% | $139,434-40.7% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 19.48% | 531.74%-512.3pp | 405.60%-386.1pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,401 | $4,692-48.8% | $4,013-40.2% | $4,751-49.5% |
| Participant deferral / active EE | $9,353 | $6,938+34.8% | $6,221+50.3% | $6,710+39.4% |
| Admin fee / account holder | $9,265 | $10,708-13.5% | $9,003+2.9% | $11,403-18.7% |