Filed December 14, 2021 (most recent of 3 filings on file)
Total covered: 12 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 | $166,666 | $63,346+163.1% | $92,233+80.7% | $70,131+137.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.94% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,428 | $2,471+119.6% | $3,679+47.5% | $2,342+131.7% |
| Participant deferral / active EE | $8,856 | $2,854+210.3% | $3,897+127.3% | $3,332+165.8% |
| Admin fee / account holder | $4,869 | $3,840+26.8% | $5,194-6.2% | $4,645+4.8% |