Filed April 15, 2022 (most recent of 3 filings on file)
Total covered: 17 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.)
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 | $35,856 | $94,529-62.1% | $140,016-74.4% | $64,186-44.1% |
| Participation rate | 97.0% | 84.1%+12.9pp | 87.5%+9.5pp | 69.6%+27.4pp |
| Annual return | -4.73% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,829 | $3,812-25.8% | $5,606-49.5% | $2,381+18.8% |
| Participant deferral / active EE | $1,237 | $5,250-76.4% | $6,927-82.1% | $3,470-64.3% |
| Admin fee / account holder | $2,711 | $6,741-59.8% | $10,705-74.7% | $4,888-44.5% |