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 | $54,095 | $101,317-46.6% | $146,958-63.2% | $74,495-27.4% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 41.35% | 8730.91%-8689.6pp | 418.34%-377.0pp | 1364.94%-1323.6pp |
| Employer contribution / active EE | $2,106 | $3,810-44.7% | $4,933-57.3% | $2,623-19.7% |
| Participant deferral / active EE | $5,294 | $7,303-27.5% | $8,070-34.4% | $4,346+21.8% |
| Admin fee / account holder | $2,272 | $1,739+30.6% | $12,998-82.5% | $1,942+17.0% |