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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,842 | $58,208+358.4% | $81,812+226.2% | $80,856+230.0% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 11.97% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $12,520 | $2,340+435.0% | $2,912+329.9% | $2,755+354.5% |
| Participant deferral / active EE | $10,424 | $3,281+217.7% | $4,319+141.4% | $4,296+142.7% |
| Admin fee / account holder | $4,374 | $4,981-12.2% | $7,386-40.8% | $6,918-36.8% |