Filed July 13, 2022 (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 | $220,560 | $49,177+348.5% | $79,464+177.6% | $64,186+243.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -0.88% | -1.16%+0.3pp | 718.14%-719.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $10,153 | $2,076+389.0% | $2,800+262.5% | $2,381+326.4% |
| Participant deferral / active EE | $6,914 | $2,821+145.1% | $3,704+86.7% | $3,470+99.3% |
| Admin fee / account holder | $677 | $3,839-82.4% | $5,113-86.8% | $4,888-86.2% |