Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 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 | $85,841 | $95,803-10.4% | $113,168-24.1% | $84,808+1.2% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 12.19% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,147 | $2,360-51.4% | $2,975-61.5% | $2,631-56.4% |
| Participant deferral / active EE | $5,723 | $4,242+34.9% | $5,107+12.1% | $4,212+35.9% |
| Admin fee / account holder | $13,860 | $8,989+54.2% | $12,068+14.9% | $7,344+88.7% |