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.
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 | $92,240 | $80,724+14.3% | $103,333-10.7% | $74,495+23.8% |
| Participation rate | 67.5% | 65.7%+1.8pp | 74.5%-7.0pp | 67.2%+0.3pp |
| Annual return | 11.48% | 27.56%-16.1pp | 24.88%-13.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $812 | $3,157-74.3% | $3,868-79.0% | $2,623-69.0% |
| Participant deferral / active EE | $8,361 | $3,860+116.6% | $5,057+65.3% | $4,346+92.4% |
| Admin fee / account holder | $5,106 | $2,368+115.6% | $8,355-38.9% | $1,942+163.0% |