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 | $186,550 | $98,750+88.9% | $149,696+24.6% | $79,858+133.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 20.86% | 27.43%-6.6pp | 276.60%-255.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $4,130 | $3,216+28.4% | $4,644-11.1% | $2,471+67.1% |
| Participant deferral / active EE | $11,648 | $5,680+105.1% | $6,842+70.3% | $3,740+211.4% |
| Admin fee / account holder | $14,386 | $6,053+137.7% | $9,309+54.5% | $5,306+171.1% |