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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,395 | $94,529-24.5% | $140,016-49.0% | $64,186+11.2% |
| Participation rate | 85.1% | 84.1%+1.0pp | 87.5%-2.4pp | 69.6%+15.5pp |
| Annual return | -4.30% | 7.77%-12.1pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,507 | $3,812-60.5% | $5,606-73.1% | $2,381-36.7% |
| Participant deferral / active EE | $2,384 | $5,250-54.6% | $6,927-65.6% | $3,470-31.3% |
| Admin fee / account holder | $4,496 | $6,741-33.3% | $10,705-58.0% | $4,888-8.0% |