Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,832 | $76,670+5.4% | $96,683-16.4% | $71,457+13.1% |
| Participation rate | 64.0% | 66.6%-2.6pp | 74.3%-10.4pp | 67.9%-4.0pp |
| Annual return | 14.43% | 48.29%-33.9pp | 35.69%-21.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $602 | $3,031-80.1% | $3,737-83.9% | $2,588-76.7% |
| Participant deferral / active EE | $6,995 | $3,771+85.5% | $4,878+43.4% | $4,289+63.1% |
| Admin fee / account holder | $4,017 | $2,028+98.1% | $6,730-40.3% | $1,587+153.1% |