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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,829 | $138,347-24.2% | $184,203-43.1% | $80,856+29.6% |
| Participation rate | 74.7% | 83.9%-9.1pp | 86.8%-12.1pp | 67.6%+7.1pp |
| Annual return | 9.98% | 20.02%-10.0pp | 28.81%-18.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,777 | $4,850-63.4% | $6,427-72.4% | $2,755-35.5% |
| Participant deferral / active EE | $2,936 | $7,071-58.5% | $9,131-67.8% | $4,296-31.7% |
| Admin fee / account holder | $9,477 | $10,483-9.6% | $13,901-31.8% | $6,918+37.0% |