Filed January 21, 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 10-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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,027 | $226,064+87.1% | $182,532+131.8% | $152,861+176.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.53% | 192.51%-168.0pp | 148.54%-124.0pp | 345.32%-320.8pp |
| Employer contribution / active EE | $17,673 | $4,978+255.0% | $4,076+333.6% | $4,762+271.1% |
| Participant deferral / active EE | $12,768 | $6,368+100.5% | $5,524+131.1% | $5,850+118.2% |
| Admin fee / account holder | $26,129 | $10,703+144.1% | $8,592+204.1% | $11,596+125.3% |