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 | $96,982 | $210,648-54.0% | $177,989-45.5% | $145,922-33.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 13.23% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,517 | $4,565-44.9% | $3,949-36.3% | $4,660-46.0% |
| Participant deferral / active EE | $9,335 | $6,958+34.2% | $6,276+48.7% | $6,688+39.6% |
| Admin fee / account holder | $3,504 | $12,013-70.8% | $10,363-66.2% | $13,397-73.8% |