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 | $109,387 | $81,947+33.5% | $105,387+3.8% | $72,985+49.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.90% | 42.90%-21.0pp | 26.82%-4.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,519 | $3,468+30.3% | $4,213+7.3% | $2,440+85.2% |
| Participant deferral / active EE | $6,376 | $4,494+41.9% | $5,502+15.9% | $3,607+76.8% |
| Admin fee / account holder | $12,103 | $6,258+93.4% | $6,559+84.5% | $5,124+136.2% |