Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,056 | $100,041-59.0% | $149,718-72.6% | $70,131-41.5% |
| Participation rate | 74.7% | 83.6%-8.9pp | 87.1%-12.4pp | 69.5%+5.2pp |
| Annual return | 12.60% | 27.43%-14.8pp | 1501.63%-1489.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $947 | $3,662-74.1% | $5,445-82.6% | $2,342-59.6% |
| Participant deferral / active EE | $2,609 | $4,983-47.6% | $6,569-60.3% | $3,332-21.7% |
| Admin fee / account holder | $3,593 | $8,286-56.6% | $11,283-68.2% | $4,645-22.6% |