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 | $123,486 | $92,703+33.2% | $82,719+49.3% | $134,475-8.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.39% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $8,246 | $3,274+151.9% | $3,009+174.1% | $4,740+74.0% |
| Participant deferral / active EE | $9,349 | $4,802+94.7% | $4,395+112.7% | $6,400+46.1% |
| Admin fee / account holder | $23,891 | $5,983+299.3% | $5,329+348.3% | $11,426+109.1% |