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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,890 | $91,538+68.1% | $129,995+18.4% | $75,163+104.7% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 14.90% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,855 | $2,845+0.3% | $4,320-33.9% | $2,670+6.9% |
| Participant deferral / active EE | $9,011 | $4,341+107.6% | $5,820+54.8% | $4,125+118.4% |
| Admin fee / account holder | $31,434 | $6,790+362.9% | $10,614+196.1% | $5,651+456.3% |