Filed May 17, 2024 (most recent of 2 filings on file)
Total covered: 2 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 | $75,638 | $167,484-54.8% | $151,611-50.1% | $134,475-43.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -12.51% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,005 | $6,829+17.2% | $6,166+29.8% | $4,740+68.9% |
| Participant deferral / active EE | $2,483 | $8,986-72.4% | $8,363-70.3% | $6,400-61.2% |
| Admin fee / account holder | $2,164 | $13,783-84.3% | $11,616-81.4% | $11,426-81.1% |