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 | $261,517 | $54,705+378.0% | $71,209+267.3% | $84,808+208.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.13% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $13,634 | $2,158+531.8% | $2,721+401.1% | $2,631+418.2% |
| Participant deferral / active EE | $9,377 | $3,030+209.4% | $4,175+124.6% | $4,212+122.6% |
| Admin fee / account holder | $45,593 | $4,863+837.5% | $5,349+752.4% | $7,344+520.8% |