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 | $51,311 | $137,414-62.7% | $189,513-72.9% | $85,850-40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 43.15% | 38.14%+5.0pp | 555.15%-512.0pp | 318.53%-275.4pp |
| Employer contribution / active EE | $2,446 | $4,344-43.7% | $6,162-60.3% | $2,565-4.6% |
| Participant deferral / active EE | $1,462 | $6,260-76.7% | $8,221-82.2% | $3,952-63.0% |
| Admin fee / account holder | $10,710 | $8,630+24.1% | $12,045-11.1% | $6,260+71.1% |