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 | $86,744 | $86,944-0.2% | $107,525-19.3% | $74,304+16.7% |
| Participation rate | 69.9% | 59.6%+10.4pp | 75.1%-5.2pp | 60.3%+9.6pp |
| Annual return | 15.81% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $763 | $2,757-72.3% | $3,754-79.7% | $2,241-66.0% |
| Participant deferral / active EE | $8,018 | $3,554+125.6% | $5,116+56.7% | $3,767+112.8% |
| Admin fee / account holder | $19,663 | $3,727+427.7% | $8,919+120.5% | $2,969+562.3% |