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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,704 | $92,703+170.4% | $82,719+203.1% | $134,475+86.4% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -20.85% | 944.92%-965.8pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $9,320 | $3,274+184.7% | $3,009+209.7% | $4,740+96.6% |
| Participant deferral / active EE | $13,446 | $4,802+180.0% | $4,395+205.9% | $6,400+110.1% |
| Admin fee / account holder | $2,757 | $5,983-53.9% | $5,329-48.3% | $11,426-75.9% |