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 | $42,662 | $93,571-54.4% | $135,903-68.6% | $75,163-43.2% |
| Participation rate | 52.3% | 75.2%-22.9pp | 81.9%-29.6pp | 67.2%-14.9pp |
| Annual return | 20.10% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,642 | $3,537-53.6% | $4,856-66.2% | $2,670-38.5% |
| Participant deferral / active EE | $4,035 | $6,404-37.0% | $7,758-48.0% | $4,125-2.2% |
| Admin fee / account holder | $9,472 | $6,975+35.8% | $10,762-12.0% | $5,651+67.6% |