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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,419 | $64,121+625.8% | $78,805+490.6% | $116,875+298.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 17.33% | 16.32%+1.0pp | -2.71%+20.0pp | 16.29%+1.0pp |
| Employer contribution / active EE | $13,519 | $2,257+498.9% | $4,059+233.1% | $3,288+311.2% |
| Participant deferral / active EE | $10,425 | $2,757+278.2% | $3,584+190.9% | $3,885+168.3% |
| Admin fee / account holder | $377 | $5,745-93.4% | $5,677-93.4% | $12,263-96.9% |