Filed November 27, 2024 (most recent of 2 filings on file)
Total covered: 9 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,753 | $109,359-49.0% | $162,163-65.6% | $72,985-23.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.48% | 25.46%-5.0pp | 115.59%-95.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,368 | $3,907-39.4% | $5,614-57.8% | $2,440-2.9% |
| Participant deferral / active EE | $2,222 | $5,481-59.5% | $7,298-69.6% | $3,607-38.4% |
| Admin fee / account holder | $1,037 | $7,972-87.0% | $10,843-90.4% | $5,124-79.8% |