Filed March 2, 2022 (most recent of 4 filings on file)
Total covered: 14 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 | $149,867 | $91,552+63.7% | $133,956+11.9% | $79,858+87.7% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.2pp |
| Annual return | 9.97% | 61.85%-51.9pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,500 | $2,384+4.9% | $3,919-36.2% | $2,471+1.2% |
| Participant deferral / active EE | $7,602 | $3,733+103.6% | $5,048+50.6% | $3,740+103.3% |
| Admin fee / account holder | $20,350 | $6,321+222.0% | $8,927+128.0% | $5,306+283.5% |