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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,125 | $138,347-57.3% | $184,203-67.9% | $80,856-26.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.46% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,245 | $4,850-33.1% | $6,427-49.5% | $2,755+17.8% |
| Participant deferral / active EE | $3,588 | $7,071-49.3% | $9,131-60.7% | $4,296-16.5% |
| Admin fee / account holder | $14,810 | $10,483+41.3% | $13,901+6.5% | $6,918+114.1% |