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 | $42,507 | $105,181-59.6% | $159,436-73.3% | $85,850-50.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 14.81% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,433 | $3,318-56.8% | $4,829-70.3% | $2,565-44.1% |
| Participant deferral / active EE | $3,854 | $5,945-35.2% | $7,352-47.6% | $3,952-2.5% |
| Admin fee / account holder | $11,195 | $6,933+61.5% | $10,799+3.7% | $6,260+78.8% |