Filed December 21, 2023 (most recent of 2 filings on file)
Total covered: 20 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,858 | $102,966+95.1% | $90,281+122.5% | $152,861+31.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 6.53% | 95.16%-88.6pp | 78.10%-71.6pp | 345.32%-338.8pp |
| Employer contribution / active EE | $6,839 | $3,139+117.9% | $2,854+139.6% | $4,762+43.6% |
| Participant deferral / active EE | $10,666 | $4,281+149.1% | $3,885+174.5% | $5,850+82.3% |
| Admin fee / account holder | $21,262 | $6,171+244.6% | $5,351+297.3% | $11,596+83.4% |