Filed January 24, 2022 (most recent of 2 filings on file)
Total covered: 15 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 | $101,083 | $65,082+55.3% | $81,367+24.2% | $59,632+69.5% |
| Participation rate | 97.9% | 76.0%+21.9pp | 82.3%+15.6pp | 68.7%+29.2pp |
| Annual return | 1.65% | 1.16%+0.5pp | -0.92%+2.6pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $2,707 | $2,934-7.7% | $3,930-31.1% | $2,203+22.9% |
| Participant deferral / active EE | $5,901 | $4,083+44.5% | $5,383+9.6% | $3,192+84.9% |
| Admin fee / account holder | $53,223 | $7,582+601.9% | $8,926+496.3% | $4,297+1138.6% |