Filed October 14, 2024 (most recent of 2 filings on file)
Total covered: 16 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 | $121,500 | $72,177+68.3% | $115,037+5.6% | $59,632+103.7% |
| Participation rate | 78.3% | 72.6%+5.8pp | 81.4%-3.0pp | 68.7%+9.7pp |
| Annual return | -0.03% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,167 | $2,841-23.7% | $4,608-53.0% | $2,203-1.6% |
| Participant deferral / active EE | $7,910 | $4,783+65.4% | $6,026+31.3% | $3,192+147.8% |
| Admin fee / account holder | $2,886 | $4,927-41.4% | $8,175-64.7% | $4,297-32.8% |