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 | $255,145 | $65,409+290.1% | $98,442+159.2% | $85,850+197.2% |
| Participation rate | 91.2% | 65.0%+26.2pp | 73.3%+17.8pp | 69.3%+21.9pp |
| Annual return | 7.46% | 21.76%-14.3pp | 1492.73%-1485.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,131 | $3,166+188.4% | $4,276+113.5% | $3,952+131.1% |
| Admin fee / account holder | $161,250 | $4,593+3411.1% | $5,949+2610.4% | $6,260+2475.9% |