Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 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.
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 | $155,213 | $45,152+243.8% | $73,843+110.2% | $59,632+160.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.35% | 27.40%-27.8pp | 2267.84%-2268.2pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $12,390 | $1,902+551.5% | $2,787+344.5% | $2,203+462.5% |
| Participant deferral / active EE | $6,975 | $2,574+171.0% | $3,583+94.7% | $3,192+118.5% |
| Admin fee / account holder | $9,382 | $3,516+166.8% | $4,880+92.2% | $4,297+118.3% |