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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,989 | $86,929+4.7% | $102,423-11.2% | $80,856+12.5% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.6%-1.4pp |
| Annual return | 9.77% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,035 | $2,369-56.3% | $3,023-65.8% | $2,755-62.4% |
| Participant deferral / active EE | $4,450 | $4,118+8.1% | $5,053-11.9% | $4,296+3.6% |
| Admin fee / account holder | $13,118 | $8,049+63.0% | $9,451+38.8% | $6,918+89.6% |