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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,049 | $54,762+415.0% | $90,281+212.4% | $72,985+286.4% |
| Participation rate | 91.7% | 65.1%+26.5pp | 73.3%+18.4pp | 69.5%+22.2pp |
| Annual return | 12.84% | 30.63%-17.8pp | 78.10%-65.3pp | 81.00%-68.2pp |
| Employer contribution / active EE | $10,324 | $2,092+393.4% | $2,854+261.7% | $2,440+323.1% |
| Participant deferral / active EE | $7,195 | $2,887+149.2% | $3,885+85.2% | $3,607+99.5% |
| Admin fee / account holder | $2,350 | $3,972-40.8% | $5,351-56.1% | $5,124-54.1% |