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 | $29,168 | $217,402-86.6% | $185,823-84.3% | $167,490-82.6% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 35.67% | 148.36%-112.7pp | 122.05%-86.4pp | 478.56%-442.9pp |
| Employer contribution / active EE | $2,326 | $5,873-60.4% | $5,167-55.0% | $4,837-51.9% |
| Participant deferral / active EE | $4,419 | $6,356-30.5% | $5,568-20.6% | $6,341-30.3% |
| Admin fee / account holder | $765 | $19,811-96.1% | $16,237-95.3% | $12,309-93.8% |