Filed January 2, 2020 (most recent of 3 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 | $182,183 | $99,020+84.0% | $86,590+110.4% | $147,584+23.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.10% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $11,127 | $3,132+255.3% | $2,839+291.9% | $4,876+128.2% |
| Participant deferral / active EE | $11,422 | $3,972+187.6% | $3,609+216.5% | $5,439+110.0% |
| Admin fee / account holder | $29,667 | $5,710+419.5% | $4,906+504.8% | $10,885+172.5% |