Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 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.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,291 | $100,041-21.7% | $149,718-47.7% | $70,131+11.6% |
| Participation rate | 87.7% | 83.6%+4.1pp | 87.1%+0.6pp | 69.5%+18.1pp |
| Annual return | 9.89% | 27.43%-17.5pp | 1501.63%-1491.7pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,245 | $3,662-66.0% | $5,445-77.1% | $2,342-46.9% |
| Participant deferral / active EE | $1,994 | $4,983-60.0% | $6,569-69.6% | $3,332-40.1% |
| Admin fee / account holder | $2,718 | $8,286-67.2% | $11,283-75.9% | $4,645-41.5% |