Filed November 18, 2021 (most recent of 2 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 | $132,592 | $109,359+21.2% | $162,163-18.2% | $72,985+81.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.00% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,854 | $3,907-52.6% | $5,614-67.0% | $2,440-24.0% |
| Participant deferral / active EE | $5,721 | $5,481+4.4% | $7,298-21.6% | $3,607+58.6% |
| Admin fee / account holder | $2,027 | $7,972-74.6% | $10,843-81.3% | $5,124-60.4% |