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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,637 | $110,094-58.5% | $151,611-69.9% | $68,494-33.4% |
| Participation rate | 97.3% | 84.0%+13.4pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -14.43% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,159 | $4,471-29.3% | $6,166-48.8% | $2,596+21.7% |
| Participant deferral / active EE | $2,063 | $6,527-68.4% | $8,363-75.3% | $4,027-48.8% |
| Admin fee / account holder | $3,160 | $7,719-59.1% | $11,616-72.8% | $5,403-41.5% |