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 | $38,485 | $80,717-52.3% | $154,803-75.1% | $84,808-54.6% |
| Participation rate | 77.4% | 66.8%+10.6pp | 78.1%-0.7pp | 68.3%+9.1pp |
| Annual return | 15.39% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,832 | $2,761+2.5% | $4,305-34.2% | $2,631+7.6% |
| Participant deferral / active EE | $4,926 | $3,303+49.1% | $5,540-11.1% | $4,212+17.0% |
| Admin fee / account holder | $5,994 | $6,746-11.1% | $14,329-58.2% | $7,344-18.4% |