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 | $157,026 | $123,793+26.8% | $177,821-11.7% | $79,858+96.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.73% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,996 | $4,095-51.3% | $5,918-66.3% | $2,471-19.2% |
| Participant deferral / active EE | $5,891 | $5,956-1.1% | $7,714-23.6% | $3,740+57.5% |
| Admin fee / account holder | $5,451 | $7,243-24.7% | $12,427-56.1% | $5,306+2.7% |