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 | $121,317 | $189,613-36.0% | $167,512-27.6% | $142,382-14.8% |
| Participation rate | 73.7% | 80.1%-6.4pp | 77.1%-3.4pp | 80.1%-6.4pp |
| Annual return | 19.30% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,516 | $4,349-42.2% | $3,882-35.2% | $4,299-41.5% |
| Participant deferral / active EE | $8,862 | $6,981+26.9% | $6,405+38.4% | $6,507+36.2% |
| Admin fee / account holder | $710 | $10,528-93.3% | $9,769-92.7% | $12,624-94.4% |