Filed October 11, 2023
Total covered: 60 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,784 | $75,183-5.9% | $123,892-42.9% | $55,167+28.3% |
| Participation rate | 69.1% | 72.8%-3.7pp | 81.4%-12.3pp | 69.0%+0.1pp |
| Annual return | 9.71% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,976 | $2,823-30.0% | $4,617-57.2% | $1,963+0.7% |
| Participant deferral / active EE | $4,128 | $5,084-18.8% | $5,984-31.0% | $3,054+35.2% |
| Admin fee / account holder | $88 | $663-86.8% | $8,357-98.9% | $504-82.6% |