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 | $285,029 | $60,124+374.1% | $90,404+215.3% | $79,858+256.9% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.9pp |
| Annual return | 9.79% | 71.94%-62.2pp | 1293.02%-1283.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,692 | $2,938+195.8% | $3,963+119.3% | $3,740+132.4% |
| Admin fee / account holder | $32,488 | $3,976+717.0% | $5,611+479.0% | $5,306+512.2% |