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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,254 | $122,239-60.5% | $184,203-73.8% | $74,495-35.2% |
| Participation rate | 99.0% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 12.27% | 19.95%-7.7pp | 28.81%-16.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,481 | $4,537-1.2% | $6,427-30.3% | $2,623+70.9% |
| Participant deferral / active EE | $2,178 | $7,139-69.5% | $9,131-76.1% | $4,346-49.9% |
| Admin fee / account holder | $3,745 | $1,260+197.3% | $13,901-73.1% | $1,942+92.9% |