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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,617 | $98,750-48.7% | $149,696-66.2% | $79,858-36.6% |
| Participation rate | 47.8% | 75.8%-27.9pp | 82.5%-34.6pp | 69.6%-21.8pp |
| Annual return | 19.56% | 27.43%-7.9pp | 276.60%-257.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,784 | $3,216-44.5% | $4,644-61.6% | $2,471-27.8% |
| Participant deferral / active EE | $3,856 | $5,680-32.1% | $6,842-43.6% | $3,740+3.1% |
| Admin fee / account holder | $5,080 | $6,053-16.1% | $9,309-45.4% | $5,306-4.3% |