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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,503 | $228,332-9.1% | $185,823+11.7% | $158,922+30.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 5.35% | 40.80%-35.5pp | 35.95%-30.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $13,152 | $4,967+164.8% | $4,087+221.8% | $4,761+176.2% |
| Participant deferral / active EE | $9,323 | $6,415+45.3% | $5,632+65.5% | $5,982+55.8% |
| Admin fee / account holder | $483,619 | $11,864+3976.4% | $9,500+4990.6% | $11,246+4200.5% |