Filed January 7, 2022 (most recent of 3 filings on file)
Total covered: 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,510 | $46,732-79.6% | $156,549-93.9% | $55,167-82.8% |
| Participation rate | 31.4% | 65.8%-34.4pp | 84.0%-52.6pp | 69.0%-37.6pp |
| Annual return | 17.14% | 17.72%-0.6pp | 32.23%-15.1pp | 169.23%-152.1pp |
| Employer contribution / active EE | $610 | $2,105-71.0% | $5,501-88.9% | $1,963-68.9% |
| Participant deferral / active EE | $875 | $2,204-60.3% | $4,871-82.0% | $3,054-71.4% |
| Admin fee / account holder | $90 | $418-78.4% | $13,027-99.3% | $504-82.0% |