Filed August 4, 2021 (most recent of 2 filings on file)
Total covered: 30 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,955 | $46,732-80.8% | $156,549-94.3% | $55,167-83.8% |
| Participation rate | 68.4% | 65.8%+2.6pp | 84.0%-15.6pp | 69.0%-0.6pp |
| Annual return | 10.82% | 17.72%-6.9pp | 32.23%-21.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $412 | $2,105-80.4% | $5,501-92.5% | $1,963-79.0% |
| Participant deferral / active EE | $1,959 | $2,204-11.1% | $4,871-59.8% | $3,054-35.9% |
| Admin fee / account holder | $3 | $418-99.3% | $13,027-100.0% | $504-99.4% |