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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,435 | $54,762+280.6% | $90,281+130.9% | $72,985+185.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.71% | 30.63%-8.9pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $14,471 | $2,092+591.6% | $2,854+407.0% | $2,440+493.1% |
| Participant deferral / active EE | $8,759 | $2,887+203.4% | $3,885+125.4% | $3,607+142.8% |
| Admin fee / account holder | $7,901 | $3,972+98.9% | $5,351+47.6% | $5,124+54.2% |