Filed July 22, 2021 (most recent of 4 filings on file)
Total covered: 10 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,706 | $110,094-60.3% | $151,611-71.2% | $68,494-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.03% | -10.12%-1.9pp | 3.33%-15.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,304 | $4,471-48.5% | $6,166-62.6% | $2,596-11.3% |
| Participant deferral / active EE | $2,936 | $6,527-55.0% | $8,363-64.9% | $4,027-27.1% |
| Admin fee / account holder | $6,844 | $7,719-11.3% | $11,616-41.1% | $5,403+26.7% |