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 | $34,494 | $81,248-57.5% | $155,509-77.8% | $80,856-57.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 25.40% | 33.31%-7.9pp | 64.67%-39.3pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,452 | $3,100-20.9% | $4,672-47.5% | $2,755-11.0% |
| Participant deferral / active EE | $3,660 | $3,452+6.0% | $5,626-34.9% | $4,296-14.8% |
| Admin fee / account holder | $1,611 | $7,997-79.9% | $15,912-89.9% | $6,918-76.7% |