Filed July 12, 2024 (most recent of 2 filings on file)
Total covered: 9 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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,293 | $138,347-31.8% | $184,203-48.8% | $80,856+16.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.75% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,407 | $4,850-29.8% | $6,427-47.0% | $2,755+23.7% |
| Participant deferral / active EE | $6,253 | $7,071-11.6% | $9,131-31.5% | $4,296+45.6% |
| Admin fee / account holder | $5,209 | $10,483-50.3% | $13,901-62.5% | $6,918-24.7% |