Filed November 23, 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 | $38,054 | $202,318-81.2% | $172,739-78.0% | $152,861-75.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.37% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,984 | $5,856-49.0% | $5,143-42.0% | $4,762-37.3% |
| Participant deferral / active EE | $5,720 | $5,948-3.8% | $5,198+10.1% | $5,850-2.2% |
| Admin fee / account holder | $2,535 | $17,109-85.2% | $13,954-81.8% | $11,596-78.1% |