Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,819 | $45,073+279.0% | $69,455+145.9% | $72,985+134.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.70% | 22.65%-17.9pp | 28.97%-24.3pp | 81.00%-76.3pp |
| Employer contribution / active EE | $10,407 | $2,054+406.7% | $2,779+274.5% | $2,440+326.5% |
| Participant deferral / active EE | $3,102 | $2,602+19.2% | $3,535-12.3% | $3,607-14.0% |
| Admin fee / account holder | $7,126 | $3,056+133.2% | $3,839+85.6% | $5,124+39.1% |