Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $169,636 | $137,414+23.4% | $189,513-10.5% | $85,850+97.6% |
| Participation rate | 93.1% | 84.6%+8.4pp | 87.8%+5.2pp | 69.3%+23.7pp |
| Annual return | 10.14% | 38.14%-28.0pp | 555.15%-545.0pp | 318.53%-308.4pp |
| Employer contribution / active EE | $4,119 | $4,344-5.2% | $6,162-33.1% | $2,565+60.6% |
| Participant deferral / active EE | $7,783 | $6,260+24.3% | $8,221-5.3% | $3,952+97.0% |
| Admin fee / account holder | $19,408 | $8,630+124.9% | $12,045+61.1% | $6,260+210.0% |