Filed January 11, 2023 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,395 | $69,763+230.3% | $67,502+241.3% | $74,495+209.3% |
| Participation rate | 90.0% | 71.4%+18.6pp | 72.9%+17.1pp | 67.2%+22.8pp |
| Annual return | 6.46% | -40.34%+46.8pp | 3512.12%-3505.7pp | 1364.94%-1358.5pp |
| Employer contribution / active EE | $4,206 | $2,704+55.5% | $2,731+54.0% | $2,623+60.3% |
| Participant deferral / active EE | $3,085 | $3,636-15.2% | $4,000-22.9% | $4,346-29.0% |
| Admin fee / account holder | $3 | $896-99.7% | $3,998-99.9% | $1,942-99.9% |