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 | $66,566 | $100,923-34.0% | $150,045-55.6% | $74,304-10.4% |
| Participation rate | 62.7% | 70.1%-7.4pp | 82.3%-19.6pp | 60.3%+2.3pp |
| Annual return | 24.09% | 51.77%-27.7pp | 62.55%-38.5pp | 29.43%-5.3pp |
| Employer contribution / active EE | $2,146 | $3,463-38.0% | $4,693-54.3% | $2,241-4.3% |
| Participant deferral / active EE | $5,509 | $6,709-17.9% | $7,997-31.1% | $3,767+46.2% |
| Admin fee / account holder | $2,969 | $2,767+7.3% | $13,435-77.9% | $2,9690% |