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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,525 | $89,355-50.2% | $141,162-68.5% | $72,985-39.0% |
| Participation rate | 43.9% | 75.1%-31.2pp | 82.5%-38.5pp | 69.5%-25.5pp |
| Annual return | 18.22% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,633 | $3,114-47.6% | $4,735-65.5% | $2,440-33.1% |
| Participant deferral / active EE | $3,572 | $5,418-34.1% | $6,709-46.8% | $3,607-1.0% |
| Admin fee / account holder | $10,718 | $5,958+79.9% | $10,261+4.5% | $5,124+109.2% |