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 | $128,818 | $88,370+45.8% | $112,977+14.0% | $79,858+61.3% |
| Participation rate | 98.3% | 76.8%+21.5pp | 82.6%+15.7pp | 69.6%+28.7pp |
| Annual return | 16.54% | 23.16%-6.6pp | 24.24%-7.7pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,559 | $3,398+34.2% | $4,255+7.1% | $2,471+84.5% |
| Participant deferral / active EE | $6,217 | $4,536+37.1% | $5,836+6.5% | $3,740+66.2% |
| Admin fee / account holder | $2,989 | $5,750-48.0% | $6,294-52.5% | $5,306-43.7% |