Filed December 10, 2021 (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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,350 | $90,600+3.0% | $79,464+17.5% | $135,375-31.0% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -2.69% | 977.43%-980.1pp | 718.14%-720.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $10,095 | $3,068+229.0% | $2,800+260.5% | $4,779+111.2% |
| Participant deferral / active EE | $4,883 | $4,050+20.6% | $3,704+31.8% | $5,609-12.9% |
| Admin fee / account holder | $3,473 | $5,907-41.2% | $5,113-32.1% | $10,827-67.9% |