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 | $244,594 | $57,281+327.0% | $86,612+182.4% | $75,163+225.4% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 15.92% | 2670.75%-2654.8pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $8,129 | $2,314+251.2% | $3,022+169.0% | $2,670+204.5% |
| Participant deferral / active EE | $9,294 | $3,318+180.1% | $4,438+109.4% | $4,125+125.3% |
| Admin fee / account holder | $1,478 | $4,112-64.1% | $5,614-73.7% | $5,651-73.9% |