Filed September 9, 2021 (most recent of 5 filings on file)
Total covered: 3 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 | $121,208 | $92,703+30.7% | $82,719+46.5% | $134,475-9.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.52% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $14,394 | $3,274+339.7% | $3,009+378.4% | $4,740+203.7% |
| Participant deferral / active EE | $13,509 | $4,802+181.3% | $4,395+207.4% | $6,400+111.1% |
| Admin fee / account holder | $12,351 | $5,983+106.5% | $5,329+131.8% | $11,426+8.1% |