Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 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 | $88,882 | $76,552+16.1% | $123,892-28.3% | $62,891+41.3% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 7.91% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,232 | $2,883+46.8% | $4,617-8.3% | $2,281+85.5% |
| Participant deferral / active EE | $9,153 | $4,840+89.1% | $5,984+53.0% | $3,203+185.8% |
| Admin fee / account holder | $7,610 | $4,826+57.7% | $8,357-8.9% | $4,296+77.2% |