Filed June 29, 2021 (most recent of 2 filings on file)
Total covered: 4 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 | $134,878 | $123,793+9.0% | $177,821-24.1% | $79,858+68.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.13% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $9,354 | $4,095+128.4% | $5,918+58.1% | $2,471+278.6% |
| Participant deferral / active EE | $4,755 | $5,956-20.2% | $7,714-38.4% | $3,740+27.1% |
| Admin fee / account holder | $28,753 | $7,243+297.0% | $12,427+131.4% | $5,306+441.9% |