Filed August 23, 2023 (most recent of 5 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 | $88,801 | $183,963-51.7% | $162,163-45.2% | $152,861-41.9% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 20.04% | 150.76%-130.7pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,742 | $6,371-72.7% | $5,614-69.0% | $4,762-63.4% |
| Participant deferral / active EE | $2,871 | $8,034-64.3% | $7,298-60.7% | $5,850-50.9% |
| Admin fee / account holder | $43,505 | $13,121+231.6% | $10,843+301.2% | $11,596+275.2% |